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Firm profile

Old North State Wealth Management, LLC

WILMINGTON, NCCRD 148659Latest ADV March 17, 2026

Old North State Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, NC. Its latest Form ADV filing, dated March 17, 2026, reports $453M in regulatory assets under management, 6 employees, 1 office, and 1,124 accounts.

Assets Under Management
$453M
Employees
6
Offices
1 office
Total Clients
484
Primary office
WILMINGTON, NC
1430 COMMONWEALTH DRIVE, SUITE 200, WILMINGTON, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODanielle N. Annechiarico

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 74.4% of total clients.
Top client categories% of clientsClients
1
Individuals
74.4%
360
2
HNWI
22.9%
111
3
Corporations
1.9%
9
4
Charitable
0.6%
3
5
Pension Plans
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$453Mas of March 17, 2026
Discretionary94.5%
$428M
95% of total RAUM94.5%
Non-discretionary5.5%
$25M
5% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$453M
Total Accounts1,124
10Y AUM Change+$332M (+276.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee81:1
10Y Employee Change+2 (+50.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.