| Name | Title | Ownership | Since |
|---|---|---|---|
| John Gregory Stevenson Control | Founder/Managing Member | Over 75% | 2007 |
| Shawn Michael Fleming Control | Director/Managing Member/Chief Compliance Officer | Under 5% | 2009 |
Professional Wealth Management Services LLC reports $128.8 million in regulatory assets under management on its Form ADV.
Professional Wealth Management Services LLC reports 3 employees.
Professional Wealth Management Services LLC is based in Statesville, NC and has been SEC-registered since 2022.
Professional Wealth Management Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 211 South Center Street, Suite 417, Statesville, NC 28677 |
| Phone | 704-872-0022 |
| Fax | 704-872-0121 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $128.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $128.8M |