WILLINGDON WEALTH MANAGEMENT LLC

HUNTERSVILLE, North Carolina·4 registered advisors·CRD# 129613
SEC# 801-636244704-766-0584
01

Firm Overview

AUM
$865M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WILLINGDON WEALTH MANAGEMENT LLC

4 registered advisors
Hamilton Chace Davis
HUNTERSVILLE, North Carolina
Lewis Michael Kayes
HUNTERSVILLE, North Carolina
Mary Lynn Kayes
HUNTERSVILLE, North Carolina
Theodore Ellis Ake
HUNTERSVILLE, North Carolina
05

Office Locations

HUNTERSVILLE, North Carolina
4 advisors

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Data sourced from SEC Form ADV filings. WILLINGDON WEALTH MANAGEMENT LLC (CRD# 129613) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.