OLD NORTH STATE WEALTH MANAGEMENT, LLC

1430 Commonwealth Drive, Suite 200
Wilmington, North Carolina 28403
Tel: 910-509-3800

About OLD NORTH STATE WEALTH MANAGEMENT, LLC

OLD NORTH STATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as OLD NORTH STATE WEALTH MANAGEMENT, LLC. The firm was established in 10/24/2008. They have over 1 offices throughout the country.

OLD NORTH STATE WEALTH MANAGEMENT, LLC is a Wilmington, North Carolina based Financial Planning firm with nearly $335,199,925 assets under management, offering retirement planning & investment advisory services to 970 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148659
SEC#	801-69690
Assets Managed by Firm	$335,199,925
No. of Clients	970
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (THIRD PARTY ADVISER 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

Firm Client Information

	No. of Clients	AUM
Firm Total	970	$335,199,925
Individuals (other than high net worth individuals)	279	$87,928,769
High net worth individuals	93	$243,767,025
Pension and profit sharing plans	2	$1,674,632
Charitable organizations	2	$585,518
Corporations or other businesses	9	$1,243,981

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