Old North State Wealth Management, LLC

Overview

Old North State Wealth Management, LLC is an SEC registered investment adviser based in Wilmington, NC, registered since 2008. It reports $453M in assets under management across 1,124 accounts, with 6 employees. It has 6 investment adviser representatives.

Reported AUM

$453M

Discretionary

95%

Accounts

1,124

Average account

$403K

Employees

6

Advisory reps

6

Registered since

2008

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Paul Daniel Knott Managing Member CRD 2958392
• Danielle N Annechiarico Chief Compliance Officer CRD 5582433

Advisory reps 3 of 6

• Danielle N Annechiarico Registered Rep · Investment Adviser Rep CRD 5582433
• Theodore Linkfield Arnheiter III Investment Adviser Rep CRD 1912683
• Charles Reginald Buckland Investment Adviser Rep CRD 6313926

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1430 Commonwealth Dr Ste 200
Wilmington, NC 28403

County

New Hanover

Metro area

Wilmington, NC

Region

South

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: glenhedrick.com

Every state, with registration dates

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