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CAROLINAS WEALTH CONSULTING LLC Info

CAROLINAS WEALTH CONSULTING LLC info

CAROLINAS WEALTH CONSULTING LLC (SEC CIK 1803425) first filed with the SEC on 2020-02-14 (Form 13F-HR) and has filed 27 times since, including 25 Form 13F-HR quarterly holdings reports. It is organized in NC and registered at 5605 CARNEGIE BLVD, SUITE 400, CHARLOTTE, NC, 28209.

  • Name: Value CAROLINAS WEALTH CONSULTING LLC.
  • SEC CIK: Value 1803425.
  • State of organization: Value NC.
  • Business address: Value 5605 CARNEGIE BLVD, SUITE 400, CHARLOTTE, NC, 28209.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameCAROLINAS WEALTH CONSULTING LLC
SEC CIK1803425
State of organizationNC
Business address5605 CARNEGIE BLVD, SUITE 400, CHARLOTTE, NC, 28209
Mailing address5605 CARNEGIE BLVD, SUITE 400, CHARLOTTE, NC, 28209
Phone704-643-2455
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2020-02-14 (Form 13F-HR)
Latest SEC filing2026-01-09 (Form 13F-HR)
Filings on EDGAR27
First Form 13F-HR2020-02-14 (quarter ended 2019-12-31)
Latest Form 13F-HR2026-01-09 (quarter ended 2025-12-31)
Form 13F-HR filings25

Filings by Form

FormFilingsLatest
13F-HR252026-01-09
N-PX22025-08-13

Filings by Year

YearFilingsForm 13F-HR
202611
202554
202454
202344
202244
202144
202044

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