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...
Overview
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
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 Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research The Pines Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.