Old North State Wealth Management, LLC
● SEC registered since 2008CRD 148659SEC# 801-69690Wilmington, NC
Reg. AUM
$452.6M
Employees
6
Accounts
1,124
Location
Wilmington, NC
Old North State Wealth Management, LLC assets under management
Old North State Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Wilmington, NC. The firm has been registered since 2008. It reports $452.6 million in regulatory assets under management and employs 6 people.
Old North State Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Danielle N Annechiarico Control | Chief Compliance Officer | Under 5% | 2012 |
| Paul Daniel Knott Control | Managing Member | Over 75% | 2008 |
Frequently asked questions
How much does Old North State Wealth Management, LLC manage?
Old North State Wealth Management, LLC reports $452.6 million in regulatory assets under management on its Form ADV.
How many employees does Old North State Wealth Management, LLC have?
Old North State Wealth Management, LLC reports 6 employees.
Where is Old North State Wealth Management, LLC located?
Old North State Wealth Management, LLC is based in Wilmington, NC and has been SEC-registered since 2008.
Does Old North State Wealth Management, LLC disclose fund performance?
Old North State Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403 |
| Phone | 910-509-3800 |
| Fax | 910-509-3805 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2041262 |
| Discloses disciplinary history | No |
Regulatory AUM
$452.6M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$452.6Mregulatory AUM
Discretionary $427.7MNon-discretionary $24.9M