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CAROLINA WEALTH MANAGEMENT, INC.

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3-1 YoYRank #2992 of mapped providers
Assets under administration$51M0.0%Market share · rank #8289
Fees received$96,982Median $36,000/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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