# Carolina Wealth Advisors

Carolina Wealth Advisors is a RIA based in Myrtle Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Myrtle Beach, United States
- **Region:** North America
- **Address:** Myrtle Beach, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** carolinawa.com
- **LinkedIn:** https://www.linkedin.com/company/carolina-wealth-advisors

## Regulatory record

- **CRD number:** 288837
- **SEC file number:** 801-119040
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288837

## About

Carolina Wealth Advisors was established in 2017 as a US-based wealth manager. It delivers advisory services to a defined client set that includes individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm executes through direct advisory relationships rather than commingled vehicles. Services center on financial planning, money management, and investment planning. No public records detail asset-class allocations, specific holdings, co-investors, or geographic deployment beyond the headquarters location. No additional offices, team size, or adjacent vehicles appear in available records. No operational events from the last 24 months have been identified. The firm operates without disclosed family-office lineage or proprietary sourcing structures beyond standard wealth-advisory mandates.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Carolina Wealth Advisors?

No named principals or CIO appear in public records. The firm lists no leadership team on its site or in secondary sources.

### Does Carolina Wealth Advisors participate in fund commitments or only direct deals?

Available descriptions indicate direct advisory services to clients. No fund commitments or external GP relationships are disclosed.

### What investment stages does Carolina Wealth Advisors typically target?

The firm provides ongoing advisory and planning services rather than stage-specific venture or private-equity deployment.

### How is Carolina Wealth Advisors related to any parent or affiliated vehicle?

No parent company, foundation, or affiliated operating business is identified in the records consulted.

## Related profiles

- [Carolinas Wealth Consulting](https://altss.com/profile/carolinas-wealth-consulting)
- [Carolwood](https://altss.com/profile/carolwood)

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Last updated: 2026-06-03T20:00:00.000Z

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