# PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC of HENDERSON, NC is an SEC-registered investment adviser.

## Registration

- CRD: 149889
- Type: SEC-registered investment adviser
- SEC file number: 801-108507
- Location: 115 N. GARNETT STREET, HENDERSON, NC, 27536
- Phone: 252-492-8694
- Latest filing: 2026-03-17
- Regulatory AUM: $162.8M
- Discretionary AUM: $162.8M
- Clients: 3
- Accounts: 742

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Toney Otis Falkner | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| HAGOPIAN SASSOUN BOGHOS | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| FALKNER TONEY OTIS | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| RALEIGH | NC | 3 | (252) 492-8694 |
| RALEIGH | NC | 3 | (252) 492-8694 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149889/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149889/similar
- Related entities: https://search.stillhousedata.com/firm/149889/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149889

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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.