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CAROLINA WEALTH ADVISORS
1110 London Street
Suite 204
Myrtle Beach, South Carolina 29577
Tel: (843) 448-4425
About CAROLINA WEALTH ADVISORS
CAROLINA WEALTH ADVISORS, formally registered with the SEC as CAROLINA WEALTH ADVISORS. The firm was established in 07/29/2020. They have over 1 offices throughout the country.
CAROLINA WEALTH ADVISORS is a Myrtle Beach, South Carolina based Financial Planning firm with nearly $235,019,734 assets under management, offering retirement planning & investment advisory services to 1248 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 288837 |
| SEC# | 801-119040 |
| Assets Managed by Firm | $235,019,734 |
| No. of Clients | 1248 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1248 | $235,019,734 |
| Individuals (other than high net worth individuals) | 405 | $104,676,636 |
| High net worth individuals | 87 | $126,680,810 |
| Corporations or other businesses | Fewer than 5 clients | $3,662,288 |
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|---|---|---|---|
| $368,018,536,946 | 1688501 | 31366 | |
| $26,631,669,631 | 59 | 368 | |
| $4,193,707,521 | 47 | 16 | |
| $3,451,348,607 | 922 | 10 | |
| $3,362,897,429 | 11192 | 117 |
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