# TESTAMENT WEALTH MANAGEMENT

TESTAMENT WEALTH MANAGEMENT of CARY, NC is an SEC-registered investment adviser.

## Registration

- CRD: 340823
- Type: SEC-registered investment adviser
- Location: 1014 HIGH HOUSE RD., CARY, NC, 27513
- Phone: 910-639-1654
- Latest filing: 2026-03-25
- Clients: 1

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340823/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340823/similar
- Related entities: https://search.stillhousedata.com/firm/340823/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340823

---

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.