TESTAMENT WEALTH MANAGEMENT

TESTAMENT WEALTH MANAGEMENT of CARY, NC is an SEC-registered investment adviser (CRD 340823).

Registration

• CRD: 340823
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340823 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search