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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD 148659

WILMINGTON, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8f3f6eb-6fa3-e0f2-f7b8-bec0e21fb626

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2012 to Mar 17, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $453MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $428M
Private client RAUM: $450MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $75.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,124
Individual clients: 360
High net worth clients: 111
Custody, client assets: $90.3M
SEC number: 801-69690
CIK: 2041262
CRD: 148659
Filings on the tape: 33
First filed: Jan 30, 2012
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, NC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL DANIEL KNOTT	Certified Financial Planner\|Personal Financial Specialist	WILMINGTON, NC	17	28	1	yes
DANIELLE N ANNECHIARICO	n/a	WILMINGTON, NC	13	17	n/a	yes
CHARLES REGINALD BUCKLAND	Personal Financial Specialist	WILMINGTON, NC	12	24	n/a	no
THEODORE LINKFIELD ARNHEITER	n/a	WILMINGTON, NC	11	37	n/a	no
William Glen Hedrick	n/a	WILMINGTON, NC	6	12	n/a	no
DAVID WILLIAM PARSONS	Certified Financial Planner\|Chartered Financial Consultant\|Personal Financial Specialist	WILMINGTON, NC \| Captiva, FL \| Bokeelia, FL	0	30	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANNECHIARICO, DANIELLE, N	CHIEF COMPLIANCE OFFICER	Na	yes	07/2012	Jul 23, 2012	Mar 22, 2024
KNOTT, PAUL, DANIEL	MANAGING MEMBER	E	yes	05/2008	Jan 30, 2012	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KNOTT, RICHARTZ & CO. CPAS, PLLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$453M	$428M	6	6	1	n/a	n/a
2024	Mar 20, 2025	$385M	$362M	6	6	0	n/a	n/a
2023	Mar 22, 2024	$335M	$313M	6	6	0	n/a	n/a
2022	Mar 27, 2023	$266M	$254M	6	6	0	n/a	n/a
2021	Mar 15, 2022	$288M	$272M	6	6	0	n/a	n/a
2020	Mar 21, 2021	$243M	$225M	6	6	0	n/a	n/a
2019	Mar 5, 2020	$225M	$205M	5	5	0	n/a	n/a
2018	Feb 6, 2019	$170M	$162M	4	4	0	n/a	n/a
2017	Mar 20, 2018	$145M	$129M	4	4	0	n/a	n/a
2016	Mar 2, 2017	$120M	$104M	4	4	n/a	n/a	n/a
2015	Feb 25, 2016	$105M	$82.3M	4	4	n/a	n/a	n/a
2014	Feb 26, 2015	$159M	$135M	6	6	n/a	n/a	n/a
2013	Feb 20, 2014	$14B	$12B	3	3	n/a	n/a	n/a
2012	Feb 20, 2013	$126M	$107M	6	5	n/a	n/a	n/a
2011	Jan 30, 2012	$111M	$86.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$453M	$385M	17.7%	$266M	19.4%	6	6	1	0

Relationships

Registered with (10)

← DAVID WILLIAM PARSONSAdvisorregistration: current employment
Sep 24, 2025 to presentfactForm ADV
← William Glen HedrickAdvisorregistration: current employment
May 13, 2020 to presentfactForm ADV
← THEODORE LINKFIELD ARNHEITERAdvisorregistration: current employment
Dec 22, 2014 to presentfactForm ADV
← CHARLES REGINALD BUCKLANDAdvisorregistration: current employment
Mar 25, 2014 to presentfactForm ADV
← DANIELLE N ANNECHIARICOAdvisorregistration: current employment
Oct 9, 2012 to presentfactForm ADV
← PAUL DANIEL KNOTTAdvisorregistration: current employment
Oct 27, 2008 to presentfactForm ADV
← STEPHEN WAYNE GASKINSAdvisorregistration: previous registration
Nov 5, 2009 to Apr 6, 2015factForm ADV
← Meg Michelle SpeeceAdvisorregistration: previous registration
May 26, 2009 to Jul 23, 2012factForm ADV
← Michael C BoggioAdvisorregistration: previous registration
Dec 4, 2008 to Jun 1, 2012factForm ADV
← JOHN LEE MARTINAdvisorregistration: previous registration
Apr 19, 2010 to Jan 30, 2012factForm ADV

Controls (2)

← KNOTT, PAUL, DANIELOwnerMANAGING MEMBER, ownership code E, individual
Jan 30, 2012 to Mar 22, 2024factForm ADV
← ANNECHIARICO, DANIELLE, NOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 23, 2012 to Mar 22, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8f3f6eb-6fa3-e0f2-f7b8-bec0e21fb626
First observed: Jan 30, 2012
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD 148659

WILMINGTON, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8f3f6eb-6fa3-e0f2-f7b8-bec0e21fb626

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL DANIEL KNOTT

Certified Financial Planner|Personal Financial Specialist

WILMINGTON, NC

yes

DANIELLE N ANNECHIARICO

n/a

WILMINGTON, NC

n/a

yes

CHARLES REGINALD BUCKLAND

Personal Financial Specialist

WILMINGTON, NC

n/a

THEODORE LINKFIELD ARNHEITER

n/a

WILMINGTON, NC

n/a

William Glen Hedrick

n/a

WILMINGTON, NC

n/a

DAVID WILLIAM PARSONS

Certified Financial Planner|Chartered Financial Consultant|Personal Financial Specialist

WILMINGTON, NC | Captiva, FL | Bokeelia, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANNECHIARICO, DANIELLE, N

CHIEF COMPLIANCE OFFICER

yes

07/2012

Jul 23, 2012

Mar 22, 2024

KNOTT, PAUL, DANIEL

MANAGING MEMBER

yes

05/2008

Jan 30, 2012

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KNOTT, RICHARTZ & CO. CPAS, PLLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$453M

$428M

n/a

2024

Mar 20, 2025

$385M

$362M

n/a

2023

Mar 22, 2024

$335M

$313M

n/a

2022

Mar 27, 2023

$266M

$254M

n/a

2021

Mar 15, 2022

$288M

$272M

n/a

2020

Mar 21, 2021

$243M

$225M

n/a

2019

Mar 5, 2020

$225M

$205M

n/a

2018

Feb 6, 2019

$170M

$162M

n/a

2017

Mar 20, 2018

$145M

$129M

n/a

2016

Mar 2, 2017

$120M

$104M

n/a

2015

Feb 25, 2016

$105M

$82.3M

n/a

2014

Feb 26, 2015

$159M

$135M

n/a

2013

Feb 20, 2014

$14B

$12B

n/a

2012

Feb 20, 2013

$126M

$107M

n/a

2011

Jan 30, 2012

$111M

$86.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$453M

$385M

17.7%

$266M

19.4%