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SCW Wealth Management, LLC
SCW Wealth Management, LLC is a state-registered investment adviser in Wilmington, NC. The firm manages approximately $12 million in regulatory assets.
Overview
SCW Wealth Management, LLC is a state-registered investment adviser in Wilmington, NC. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at SCW Wealth Management?
No named investment professionals or decision-makers have been publicly identified for SCW Wealth Management. The firm's principals are not listed in any known directory, regulatory filing, or media source. The lack of disclosed leadership makes it difficult to assess governance or investment authority.
Does SCW Wealth Management have any known portfolio companies or deals?
No portfolio companies, direct investments, or co-investments have been publicly associated with SCW Wealth Management. The firm does not appear in any deal database, news report, or regulatory filing as an investor or advisor on specific transactions.
What regulatory filings exist for SCW Wealth Management?
The firm as an investment advisor, meaning it has filed Form ADV, which includes basic details about assets under management, number of clients, and advisory business. However, the specific content of those filings has not been obtained or analyzed for this profile.
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