Multi-Family OfficeRIA · CRD 326353SEC-Registered

Updated:

The Pines Wealth Management

The Pines Wealth Management, LLC is an SEC-registered investment adviser in Southern Pines, NC, registered since 2024. The firm manages $486 million in assets...

The Pines Wealth Management

The Pines Wealth Management, LLC is an SEC-registered investment adviser in Southern Pines, NC, registered since 2024. The firm manages $486 million in assets on a discretionary basis. It has 4 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Southern Pines

Corporate office

New York, NY, United States

Principals

Priscilla Pines

Managing Member

Sector focus

Real EstatePrivate Credit

Frequently asked questions

Who runs The Pines Wealth Management?

Priscilla Pines is the Managing Member of The Pines Wealth Management, LLC, according to the firm's registration with the New York State Department of State Division of Corporations. The firm lists its address in New York County.

Where does The Pines source its deals?

The firm relies on a relationship-based sourcing model centered on the New York metropolitan area, including New York City, Westchester County, and Long Island. It does not appear to run a formal broker-bid process for property acquisition.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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