OLD NORTH STATE WEALTH MANAGEMENT, LLC
C37
CRD 148659·SEC 801-69690·WILMINGTON, NC
AUM
$452.6M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $169.9M
'21 · $224.5M
'22 · $243.4M
'23 · $287.5M
'25 · $384.5M
'26 · $452.6M
'20'26
$169.9M → $452.6M▲ +166%
Client mix
| Individuals Other | 360 |
| Individuals High Net Worth | 111 |
| Corporations | 9 |
| Charitable Organizations | 3 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 5 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
4 advisors → 6 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1430 COMMONWEALTH DRIVESUITE 200WILMINGTON, NC 28403
Business
1430 COMMONWEALTH DRIVESUITE 200WILMINGTON, NC 28403
Edgar Recent Filings
13F-HR2026-04-17 · 0002041262-26-000002
13F-HR2026-01-23 · 0002041262-26-000001