PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
SEC file number 801-70576
· HENDERSON, 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
$73.5M
Discretionary AUM
$73.5M
Employees
—
Clients
184
Firm
- Address
- 129 W. BELLE STREET
HENDERSON, NC 27536 - 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)
- Private Wealth Asset Management, LLC High name-match confidence · CIK 1883006 · NE
- Everwise Private Wealth Management Ltd. Medium name-match confidence · CIK 2097166 · CO
- GLIDE DIRECT SERIES LLC - LEON PRIVATE WEALTH QP FUND Medium name-match confidence · CIK 2081910 · TX
- Leon Private Wealth Fund (Offshore) Segregated Portfolio Medium name-match confidence · CIK 2081978 · TX
- OCM Private Wealth Alternative Opportunities Fund I, L.P. Medium name-match confidence · CIK 2071209 · NY
- OCM Private Wealth Alternative Opportunities Offshore Fund I, L.P. Medium name-match confidence · CIK 2071485 · E9
- OCM Private Wealth Whiskey Opportunity I LP Medium name-match confidence · CIK 2050577 · IL
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Private Wealth Asset Management, LLC · D · Aug 21, 2026$5.7M
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Everwise Private Wealth Management Ltd. · D · Nov 19, 2025
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GLIDE DIRECT SERIES LLC - LEON PRIVATE WEALTH QP FUND · D · Nov 13, 2025$100M
-
Leon Private Wealth Fund (Offshore) Segregated Portfolio · D · Sep 4, 2025$100M
-
OCM Private Wealth Alternative Opportunities Offshore Fund I, L.P. · D · Aug 19, 2025
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OCM Private Wealth Alternative Opportunities Fund I, L.P. · D · Jul 22, 2025
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OCM Private Wealth Whiskey Opportunity I LP · D · Jan 2, 2025