# WILLINGDON WEALTH MANAGEMENT LLC

WILLINGDON WEALTH MANAGEMENT LLC of HUNTERSVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 129613
- Type: SEC-registered investment adviser
- SEC file number: 801-63624
- Location: 13801 REESE BOULEVARD, SUITE 155, HUNTERSVILLE, NC, 28078
- Phone: 704-766-0584
- Latest filing: 2020-06-01
- Regulatory AUM: $865.1M
- Discretionary AUM: $858.1M
- Non-discretionary AUM: $7.0M
- Clients: 12
- Accounts: 2,484

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| KAYES LEWIS MICHAEL | PRESIDENT; PRESIDENT AND SHAREHOLDER; PRESIDENT/CCO (+2 more) | — |
| DUNN DAVID HARDY | SHAREHOLDER | — |
| SEARSON THOMAS MICHAEL | CCO; CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| MONTAG JAMES LEE | SHAREHOLDER | — |
| DAVIS HAMILTON CHACE | MEMBER | — |
| AKE THEODORE ELLIS | DIRECTOR; VICE PRESIDENT; VICE PRESIDENT, MANAGER | — |
| KAYES MARY LYNN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129613/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129613/similar
- Related entities: https://search.stillhousedata.com/firm/129613/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129613

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.