| Name | Title | Ownership | Since |
|---|---|---|---|
| Howell Evans Neville Control | Founder, Principal And Wealth Manager | Over 75% | 2024 |
| Michelle Crandall Robinson Control | Founder, Chief Compliance Officer, Principal And Wealth Manager | 10-25% | 2024 |
The Pines Wealth Management, LLC reports $419.5 million in regulatory assets under management on its Form ADV.
The Pines Wealth Management, LLC reports 3 employees.
The Pines Wealth Management, LLC is based in Southern Pines, NC and has been SEC-registered since 2024.
The Pines Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 104 Bradford Village Court, Southern Pines, NC 28387 |
| Phone | (910) 475-8312 |
| Fax | 910-401-1539 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $419.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $419.5M |