CRD: 149889
Private Wealth Management OF North Carolina LLC
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- SignalZenith wave +more
- Established Date
- 10-12-2009
- Office Locations
- 1
Office Locations
About Private Wealth Management OF North Carolina LLC
Private Wealth Management of North Carolina is a Henderson, NC RIA providing retirement and comprehensive financial planning, coordinated estate and tax planning, and ongoing investment management. The firm builds goal- and risk-aware portfolios using a mix of public funds and ETFs, and commonly supports custody through platforms such as Schwab and Altruist.
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Owner & Executives
TONEY OTIS FALKNER III
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2820826
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD ALTLAND SPEERS
Investment Advisor Representative
- CRD
- #3193075
MATTHEW BRIEN WOODLIEF
Investment Advisor Representative
- CRD
- #6009149
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,758,782 | $219,351 |
| Non-Discretionary | $0 | -- |
| Total | $162,758,782 | $219,351 |
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Separately Managed Accounts
Total SMA Asset: $162,758,782
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,713,121,238 | 19.2% |
| Equity - Exchange | $2,105,711,522 | 23.6% |
| Other | $2,676,751,934 | 30.0% |
| Cash | $2,426,921,754 | 27.2% |
| Total | $8,922,506,448 | 100.0% |