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Multi-Family OfficeRIA · CRD 281341State-Registered Investment Adviser

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Pembroke Wealth Management

Pembroke Wealth Management, LLC is a state-registered investment adviser in Wilmington, NC. The firm manages approximately $7 million in regulatory assets.

Overview

Pembroke Wealth Management, LLC is a state-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

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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