CRD: 148659
OLD North State Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2008
- Office Locations
- 2
Office Locations
About OLD North State Wealth Management, LLC
Old North State Wealth Management is an independent, fee-based fiduciary RIA based in Wilmington, NC, focused on wealth preservation and investment management alongside comprehensive financial and retirement planning. Portfolios blend active management with buy-and-hold, emphasizing low-cost, tax-efficient vehicles to reduce risk and volatility while staying ahead of inflation. Differentiator: on-site CPAs integrated with advisors for tax planning.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL DANIEL KNOTT
Advisor, Managing Member
- CRD
- #2958392
- Ownership
- 75% or more
DANIELLE N ANNECHIARICO
Advisor, Chief Compliance Officer
- CRD
- #5582433
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THEODORE LINKFIELD ARNHEITER III
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- CRD
- #1912683
CHARLES REGINALD BUCKLAND
Financial Advisor
- CRD
- #6313926
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $427,686,484 | $405,775 |
| Non-Discretionary | $24,873,005 | $355,329 |
| Total | $452,559,489 | $402,633 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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