United States · What does Carolina Wealth Management invest in?
Carolina Wealth Management says it invests in Advice, Impact Investing and Professional Services.
What they do
- Type
- Wealth manager (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- AdviceImpact InvestingProfessional Services
- Based in
- Greenville, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration3 named
DRDavid Ronald DammChief Executive OfficeriForm ADV
DWDavid Walter SilverOwner, Chief Compliance OfficeriForm ADV
DSDerek Sanderson PszennyPresidentiForm ADV
We also hold 9 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$798Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Carolina Wealth Management, Inc.
- SEC number
- CRD 131393