WILLINGDON WEALTH MANAGEMENT LLC

HUNTERSVILLE, North Carolina·3 registered advisors·CRD# 129613
SEC# 801-636244704-766-0584
01

Firm Overview

AUM
$865M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
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

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

Office Locations

HUNTERSVILLE, North Carolina
3 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.