CAROLINA WEALTH MANAGEMENT, INC. of GREENVILLE, NC is an SEC-registered investment adviser (CRD 131393). Regulatory assets under management: $798.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| 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 | — |