CAROLINA WEALTH MANAGEMENT, INC.

GREENVILLE, North Carolina·4 registered advisors·CRD# 131393

SEC# 801-630911252-439-1344

01

Firm Overview

AUM

$624M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CAROLINA WEALTH MANAGEMENT, INC.

4 registered advisors

David Ronald Damm

GREENVILLE, North Carolina

David Walter Silver

GREENVILLE, North Carolina

Dennis Robert Berry

GREENVILLE, North Carolina

Derek Sanderson Pszenny

GREENVILLE, North Carolina

05

Office Locations

GREENVILLE, North Carolina

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Data sourced from SEC Form ADV filings. CAROLINA WEALTH MANAGEMENT, INC. (CRD# 131393) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.