# PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC of STATESVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 150266
- Type: SEC-registered investment adviser
- SEC file number: 801-123592
- Location: 211 SOUTH CENTER STREET, SUITE 417, STATESVILLE, NC, 28677
- Phone: 704-872-0022
- Latest filing: 2026-01-30
- Regulatory AUM: $136.2M
- Discretionary AUM: $136.2M
- Clients: 3
- Accounts: 171

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| John Gregory Stevenson | FOUNDER/MANAGING MEMBER | — |
| Shawn Michael Fleming | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| STEVENSON JOHN GREGORY | FOUNDER/MANAGING MEMBER | — |
| FLEMING SHAWN MICHAEL | CHIEF COMPLIANCE OFFICER; DIRECTOR/CHIEF COMPLIANCE OFFICER; DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150266/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150266/similar
- Related entities: https://search.stillhousedata.com/firm/150266/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150266

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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.