Carolinas Wealth Consulting Llc, NC — Investment Adviser | BuildTrust

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CAROLINAS WEALTH CONSULTING LLC

Investment AdviceCHARLOTTE, NC

Assets Under Management

$1.5B

Total AUM

Donut chart: Discretionary 1.1B, Non-Discretionary 313.2M
Category	Value
Discretionary	1.1B
Non-Discretionary	313.2M

Adviser Information

Field	Value
CRD Number	300003
SEC Number	801-60158
Street Address	5605 CARNEGIE BLVD. SUITE 400
Location	CHARLOTTE, NC 28209
Country	United States
Phone	704-643-2455
Fax	704-643-2470
Total Employees	17

Client Count by Type (657 Total)

Horizontal bar chart: Individuals (other than H… 388, High Net Worth Individual… 246, Corporations/Businesses 16, Charitable Organizations 7
Category	Value
Individuals (other than H…	388
High Net Worth Individual…	246
Corporations/Businesses	16
Charitable Organizations	7