| Name | Title | Ownership | Since |
|---|---|---|---|
| Danielle N Annechiarico Control | Chief Compliance Officer | Under 5% | 2012 |
| Paul Daniel Knott Control | Managing Member | Over 75% | 2008 |
Old North State Wealth Management, LLC reports $384.5 million in regulatory assets under management on its Form ADV.
Old North State Wealth Management, LLC reports 6 employees.
Old North State Wealth Management, LLC is based in Wilmington, NC and has been SEC-registered since 2008.
Old North State Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403 |
| Phone | 910-509-3800 |
| Fax | 910-509-3805 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2041262 |
| Discloses disciplinary history | No |
| Discretionary | $361.9M |
| Non-discretionary | $22.6M |
| Total (RAUM) | $384.5M |