CAROLINAS WEALTH CONSULTING LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/744548/ CHARLOTTE, NC Investment Advisor How do I update this listing?

Carolinas Wealth Consulting is based out of Charlotte. Carolinas Wealth Consulting is a large advisory firm with 730 clients and discretionary assets under management (AUM) of $381,887,016 (Form ADV from 2018-11-01). Their last reported 13F filing for Q4 2019 included $95,958,000 in managed 13F securities and a top 10 holdings concentration of 57.36%. Carolinas Wealth Consulting's largest holding is iShares Russell 1000 Growth ETF with shares held of 62,360. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 5.57%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CAROLINAS WEALTH CONSULTING LLC
5605 CARNEGIE BLVD. SUITE 400
CHARLOTTE NC    28209
Country: United States

Business Phone: 704-643-2455
Fax: 704-643-2470
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 25
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 152,885,000
Total Number of Clients: 730
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments