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UWHARRIE INVESTMENT ADVISORS, INC.

ALBEMARLE, NC · CRD 117592 · IAPD ↗ · uwharrie.com · 704-983-5959

$337.8MRegulatory AUM
12Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — UWHARRIE INVESTMENT ADVISORS, INC. shrank from 15 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.