CRD: 131393
Carolina Wealth Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-07-2004
- Office Locations
- 1
Office Locations
About Carolina Wealth Management, Inc.
Carolina Wealth Management, Inc. is an independent, fee-only registered investment adviser in Greenville, NC. The firm provides investment management and retirement planning for individuals, using a prudent fiduciary process centered on client goals and education. Portfolios emphasize asset allocation across stocks, bonds, mutual funds, ETFs, and cash, with custody at Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2025 and April 27, 2026, reported AUM increased 12.2%, from $711.8M to $798.5M.
Across 5 reported observations, AUM increased 35.5% between March 25, 2022 and April 27, 2026, from $589.5M to $798.5M.
Of the latest reported AUM, 73.1% is discretionary and 26.9% is non-discretionary.
The firm reports 8 advisory representatives and 646 clients, or 80.8 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DAVID RONALD DAMM
Chief Executive Officer, Partner
- CRD
- #3090486
- Ownership
- 25% but less than 50%
DEREK SANDERSON PSZENNY
Chief Compliance Officer, Partner, President
- CRD
- #2951968
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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JONATHAN CRAIG BLACKWELL
Certified Financial Planner
- CRD
- #5023105
Jorge Luis Martinez
Private Wealth Advisor
- CRD
- #8016620
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $583,817,383 | $413,761 |
| Non-Discretionary | $214,638,272 | $2,586,003 |
| Total | $798,455,655 | $534,442 |
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Separately Managed Accounts
SMA allocation detail is available
Carolina Wealth Management, Inc. has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.