CAROLINA WEALTH MANAGEMENT, INC.

1706-A East Arlington Blvd.
Greenville, North Carolina 27858
Tel: 252-439-1344

About CAROLINA WEALTH MANAGEMENT, INC.

CAROLINA WEALTH MANAGEMENT, INC, formally registered with the SEC as CAROLINA WEALTH MANAGEMENT, INC. The firm was established in 05/07/2004. They have over 2 offices throughout the country.

CAROLINA WEALTH MANAGEMENT, INC. is a Greenville, North Carolina based Financial Planning firm with nearly $623,822,112 assets under management, offering retirement planning & investment advisory services to 1387 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131393
SEC#	801-63091
Assets Managed by Firm	$623,822,112
No. of Clients	1387
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1387	$623,822,112
Individuals (other than high net worth individuals)	374	$100,012,785
High net worth individuals	136	$332,797,121
Pension and profit sharing plans	38	$164,828,165
Charitable organizations	7	$3,304,283
Corporations or other businesses	7	$22,879,758

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