CRD: 326353
THE Pines Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2024
- Office Locations
- 1
Office Locations
About THE Pines Wealth Management, LLC
The Pines Wealth Management is an independently owned wealth management and financial planning firm in Southern Pines, NC. The team supports multi-generational families and business owners with a planning-led process, portfolio construction, and ongoing reviews as goals and markets change. Portfolios emphasize asset allocation and risk management, using ETFs and mutual funds. Clients access accounts via Charles Schwab, with a Tamarac-based wealth management portal.
Team overview
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Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HOWELL EVANS NEVILLE
FOUNDER, PRINCIPAL, WEALTH MANAGER
- CRD
- #2404560
- Ownership
- 75% or more
MICHELLE CRANDALL ROBINSON
Chief Compliance Officer, FOUNDER, PRINCIPAL, WEALTH MANAGER
- CRD
- #6434226
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $485,730,808 | $509,686 |
| Non-Discretionary | $149,305 | $37,326 |
| Total | $485,880,113 | $507,712 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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