PEMBROKE WEALTH MANAGEMENT, LLC

PEMBROKE WEALTH MANAGEMENT, LLC of WILMINGTON, NC is an SEC-registered investment adviser (CRD 281341). Regulatory assets under management: $7.3M.

Registration

• CRD: 281341
• Type: Registered investment adviser
• Location: 7890 MARKET ST, WILMINGTON, NC, 28411
• Phone: 2524754000
• Latest filing: 2026-03-30
• Regulatory AUM: $7.3M
• Non-discretionary AUM: $7.3M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281341 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search