Private Wealth Management of North Carolina LLC

Private Wealth Management of North Carolina, LLC provides advisory services to individuals and high‑net‑worth families as well as trusts, estates, retirement plans, corporations, and charitable entities. The firm offers discretionary portfolio management, written financial planning, consulting and assets‑under‑advisement services, access to independent sub‑advisors, and operates a wrap fee program.

The firm’s investment process emphasizes strategic and tactical asset allocation with a mix of long‑term holdings, potential use of alternative investments, and the option to incorporate ESG/SIS preferences for clients who request impact investing. PWM of NC uses third‑party risk‑profiling tools (for example, Nitrogen/formerly Riskalyze) and discloses that it may recommend borrowing in separately managed accounts — limited in firm policy to non‑investment needs such as bridge loans.

Compared with peers of similar size (three advisors, roughly $162.8 million in AUM and about 267 clients), PWM of NC has several atypical features: it sponsors a wrap fee program with a $3,000,000 qualification threshold, its materials include hypothetical performance disclosures, and it maintains an affiliation and referral arrangement with Absolute Capital to manage held‑away retirement assets. The brochure also notes the recent expansion to formal consulting and assets‑under‑advisement services and discloses related fee‑sharing and conflict‑of‑interest considerations.