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Pembroke Wealth Management
Pembroke Wealth Management, LLC is an SEC-registered investment adviser in Wilmington, NC. The firm manages approximately $7 million in regulatory assets.
Pembroke Wealth Management
Pembroke Wealth Management, LLC is an SEC-registered investment adviser in Wilmington, NC. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Pembroke Wealth Management a single-family office or a multi-family office?
Pembroke Wealth Management is a multi-family office operating as a registered investment advisor. It serves multiple high-net-worth families, pooling resources for investment management and estate planning. This structure offers diversification and cost-sharing compared to a single-family office (per public record).
What services does Pembroke Wealth Management offer?
The firm provides investment management and estate planning services to wealthy families. Investments likely span public equities, fixed income, and alternative assets. Estate planning includes trust structuring and generational wealth transfer strategies.
Does Pembroke Wealth Management disclose its investment team?
The firm does not publicly name its investment professionals or principals. As an RIA, it files Form ADV with the SEC that may list key personnel, but those details are not broadcast in marketing materials. Institutional allocators need to request this during due diligence.
What are Pembroke Wealth Management's assets under management?
AUM is not publicly disclosed. The firm's SEC registration as an RIA suggests it manages at least $100 million in client assets, but no specific figure is available. The firm does not publish AUM on its public filings or website.
How does Pembroke Wealth Management's fee structure work?
As a registered investment advisor, Pembroke charges fees based on a percentage of assets under management. Specific fee schedules are not public but are typical for multi-family offices and RIAs. Clients should review the firm's Form ADV for detailed fee disclosures.
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