Carolinas Wealth Consulting is an investment advisor in Charlotte with $1.64 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
832318214
SEC advisor number
801-60158
FINRA CRD number
300003
AUM ?
$1.34 bn
(as of 28 Mar 24)
Accounts
1,873
(as of 28 Mar 24)
Employees
18
(11 investment advisory or research)
Address
Carolinas Wealth Consulting
5605 CARNEGIE BLND
SUITE 400
CHARLOTTE
NC 28209
5605 CARNEGIE BLND
SUITE 400
CHARLOTTE
NC 28209
Phone
704-643-2455
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21