The Pines Wealth Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$486M

Discretionary

$486M

100% of AUM

Avg account

$508K

Accounts

957

Employees

Advisory reps

Firm details

Headquarters: Southern Pines, North Carolina
CRD number: 326353
Registered since: March 26, 2024
Website: thepineswealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.5%
Individuals7.2%
Corporations / Businesses2.3%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Pines Wealth Management, LLC is an independent registered investment adviser operating as an LLC and registered with the SEC in 2024. The ownership is individual-held and the firm positions itself as a capital allocator serving primarily individual and family clients. Its advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers. Compensation is a mix of asset-based fees and fixed fees. The firm reports it is not an active ESG investor, does not operate across multiple states, and does not function as a pension consultant or related adviser.