CAROLINAS WEALTH CONSULTING LLC
SEC file number 801-60158
· CHARLOTTE, NC
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.34B
Discretionary AUM
$1.03B
Employees
18
Clients
—
Firm
- Address
- 5605 CARNEGIE BLVD. SUITE 400
CHARLOTTE, NC 28209 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- UPNH Carolinas LLC Low name-match confidence · CIK 2161445 · VA
-
UPNH Carolinas LLC · D · Oct 30, 2026$20M