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Carolina Wealth Management, Inc. Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Carolina Wealth Management, Inc. operates as an independent investment advisory firm within the financial services sector. Based in Greenville, North Carolina, it focuses on investment management tailored to the individual rather than a one-size-fits-all approach. Its guiding principles—integrity, professionalism, and independence—shape its approach to fund management, investment programs, and financial guidance.

It emphasizes objective views of today’s markets and offers a broad range of services designed for client portfolios. It combines education with personal service, delivering workshops, private consultations, and regular portfolio reviews to keep clients informed with timely performance information.

Find Carolina Wealth Management, Inc. employees' phone numbers or email addresses

Carolina Wealth Management, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Carolina Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    P. M.
    Client Service
    Mobile Phone

Carolina Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Business

Contact profiles from Carolina Wealth Management, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. M.
    Client Service
    Mobile Phone
    Jun 13, 2026

Frequently Asked Questions

What is Carolina Wealth Management, Inc. known for?

Minus sign iconPlus sign iconCarolina Wealth Management, Inc. was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-252-439-****
. Explore Carolina Wealth Management, Inc.'s company overview page for more information.

What is Carolina Wealth Management, Inc.'s most common email format?

Minus sign iconPlus sign iconCarolina Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carolina Wealth Management, Inc. email formats with LeadIQ.

How many employees does Carolina Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconCarolina Wealth Management, Inc. has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Carolina Wealth Management, Inc.'s key employees and leadership?

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As of August 2026, Carolina Wealth Management, Inc.'s key employees include:

  • Client Service: P. M.

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