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OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD 148659File 801-69690
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$452.6M
Above cohort median (national)
Discretionary AUM
$427.7M
Non-discretionary $24.9M
Clients
484
1,124 accounts
Employees
6
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 24, 2008
- Principal office
- 1430 COMMONWEALTH DRIVE, SUITE 200, WILMINGTON, NC, 28403
- Phone
- 910-509-3800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $452.6M
- Discretionary AUM
- $427.7M
- Non-discretionary AUM
- $24.9M
- Discretionary accounts
- 1,054
- Non-discretionary accounts
- 70
- Total accounts
- 1,124
- AUM per client
- $935K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $1.1M |
| Charitable organizations | Fewer than 5 | $677K |
| High net worth individuals | 111 | $328.6M |
| Pension and profit sharing plans | Fewer than 5 | $345K |
| Individuals (other than high net worth individuals) | 360 | $121.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — THIRD PARTY ADVISER FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.