Carolina Wealth Management, Inc.

CRD 131393 · Greenville, NC · $798.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 131393
SEC number: 801-63091
Firm type: RIA
Assets under management: $798.5M as of Apr 27, 2026
Website: www.mycarolinawealth.com ↗
Phone: 252-439-1344
Address: 1706-A East Arlington Blvd., Greenville, NC, 27858

Advisors at this firm

8 in our index · page 1 of 1

Jonathan Craig BlackwellCRD 5023105 · Greenville, NC

IA Registered
David Ronald DammCRD 3090486 · Greenville, NC

IA Registered
Thomas Duffy MeyerCRD 5299318 · Greenville, NC

IA Registered
Patrick Declan MolamphyCRD 2108671 · Greenville, NC

IA RegisteredRegistration inactive
Jorge Luis MartinezCRD 8016620 · Greenville, NC

IA Registered
Adam Timothy OsterburCRD 5979337 · Greenville, NC

IA Registered
Joseph Parish ParkerCRD 5436765 · Greenville, NC

IA RegisteredRegistration inactive
Derek Sanderson PszennyCRD 2951968 · Greenville, NC

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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