CAROLINAS WEALTH CONSULTING LLC

5605 Carnegie Blvd. Suite 400
Charlotte, North Carolina 28209
Tel: 704-643-2455

About CAROLINAS WEALTH CONSULTING LLC

CAROLINAS WEALTH CONSULTING LLC, formally registered with the SEC as CAROLINAS WEALTH CONSULTING LLC. The firm was established in 04/17/2001. They have over 1 offices throughout the country.

CAROLINAS WEALTH CONSULTING LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $1,335,643,108 assets under management, offering retirement planning & investment advisory services to 1873 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300003
SEC#	801-60158
Assets Managed by Firm	$1,335,643,108
No. of Clients	1873
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1873	$1,335,643,108
Individuals (other than high net worth individuals)	257	$85,752,556
High net worth individuals	284	$1,116,850,898
Pension and profit sharing plans	Fewer than 5 clients	$11,739,719
Charitable organizations	Fewer than 5 clients	$810,349
Corporations or other businesses	11	$120,489,586

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