# Old North State Wealth Management, LLC
Source: https://planprovider.pro/provider/old-north-state-wealth-management-llc

> Bringing CPAs and investment advisors together in one office, Old North State Wealth Management, LLC offers a combined approach to investing and tax planning…

Retirement Plan Advisor

Wilmington, NC

## About Old North State Wealth Management, LLC

<p>Bringing CPAs and investment advisors together in one office, Old North State Wealth Management, LLC offers a combined approach to investing and tax planning. The firm is headquartered in Wilmington in North Carolina’s Cape Fear coastal region and works with clients across North Carolina, Florida, Georgia, Louisiana, New Hampshire, New York, South Carolina, Texas, and Virginia.</p>

<p>Old North State Wealth Management is a Registered Investment Advisor that handles investment management, retirement planning, personal financial planning, and wealth preservation. The team also provides pension consulting and works as a <a href="/plan-advisors">plan advisor</a> for employer retirement plans through 3(21) fiduciary services.</p>

<p>Clients typically have one main point of contact, with advice provided under fiduciary standards. The firm uses a mix of active management and buy-and-hold portfolio construction, with an emphasis on managing volatility and communicating clearly about costs, holdings, and strategy.</p>

<p>Old North State Wealth Management reported $0.4B in AUM in 2026. A practical differentiator is the in-house tax perspective that can be built directly into portfolio and planning decisions.</p>

<ul>
<li>Registered Investment Advisor (RIA)</li>
<li>3(21) fiduciary plan advisory services</li>
<li>Investment management using active and buy-and-hold approaches</li>
<li>Retirement and personal financial planning</li>
<li>Pension consulting and wealth preservation focus</li>
</ul>

Website: [https://www.onswm.com/](https://www.onswm.com/)

## Office Locations

- Wilmington, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $384.5M

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