Managing Member · Old North State Wealth Management, LLC
Paul D. Knott
CRD 2958392 · Named on Form ADV at one SEC-registered adviser
At a glance
Old North State Wealth Management, LLC, an SEC-registered wealth manager based in Wilmington, NC with $453 million in regulatory assets, lists Paul D. Knott on its Form ADV as Managing Member, a control person.
Firms and roles
- Old North State Wealth Management, LLCManaging MemberWealth manager · Wilmington, NC · $453M in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Danielle N AnnechiaricoChief Compliance Officer, Old North State Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.