The Pines Wealth Management, LLC

Overview

The Pines Wealth Management, LLC is an SEC registered investment adviser based in Southern Pines, NC, registered since 2024. It reports $486M in assets under management across 957 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$486M

Discretionary

100%

Accounts

957

Average account

$508K

Employees

4

Advisory reps

2

Registered since

2024

Jurisdictions

11

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Howell Evans Neville Founder, Principal and Wealth Manager CRD 2404560
• Michelle Crandall Robinson Founder, Chief Compliance Officer, Principal CRD 6434226

Advisory reps 2 of 2

• Howell E Neville Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2404560
• Michelle Crandall Robinson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6434226

Location

Headquarters

325 W Pennsylvania Ave Ste E
Southern Pines, NC 28387

County

Moore

Metro area

Pinehurst-Southern Pines, NC

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: thepineswealth.com

Every state, with registration dates

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