# CAROLINA WEALTH MANAGEMENT, INC.

CAROLINA WEALTH MANAGEMENT, INC. of GREENVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 131393
- Type: SEC-registered investment adviser
- SEC file number: 801-63091
- Location: 1706-A EAST ARLINGTON BLVD., GREENVILLE, NC, 27858
- Phone: 252-439-1344
- Latest filing: 2026-04-27
- Regulatory AUM: $798.5M
- Discretionary AUM: $583.8M
- Non-discretionary AUM: $214.6M
- Clients: 10
- Accounts: 1,494

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| David Ronald Damm | CHIEF EXECUTIVE OFFICER | — |
| Derek Sanderson Pszenny | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| David Walter Silver | OWNER | — |
| BURR KATHRYN KEI | ASSITANT COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| DAMM DAVID RONALD | CHIEF EXECUTIVE OFFICER | — |
| PSZENNY DEREK SANDERSON | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SILVER DAVID WALTER | OWNER; OWNER, CHIEF COMPLIANCE OFFICER | — |
| BERRY DENNIS ROBERT | OWNER | — |
| SILVER DAVID W | OWNER | — |
| BERRY DENNIS R | OWNER | — |
| KEI KATHRYN SUZANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131393/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131393/similar
- Related entities: https://search.stillhousedata.com/firm/131393/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131393

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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.