← Tributary

OLD NORTH STATE WEALTH MANAGEMENT, LLC

WILMINGTON, NC · CRD 148659 · IAPD ↗ · 910-509-3800

$452.6MRegulatory AUM
6Advisory reps
6Employees
2Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — OLD NORTH STATE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — OLD NORTH STATE WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — OLD NORTH STATE WEALTH MANAGEMENT, LLC reported RAUM up 26% ($265.9M -> $335.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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