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PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

Investment AdviceSTATESVILLE, NC

Assets Under Management

$128.8M

Total AUM

Donut chart: Discretionary 128.8M
Category	Value
Discretionary	128.8M

Adviser Information

Field	Value
CRD Number	150266
SEC Number	801-123592
Street Address	211 SOUTH CENTER STREET
Street Address 2	SUITE 417
Location	STATESVILLE, NC 28677
Country	United States
Phone	704-872-0022
Fax	704-872-0121
Total Employees	3
Business Types	insurance_broker

Client Count by Type (61 Total)

Horizontal bar chart: Individuals (other than H… 45, High Net Worth Individual… 16
Category	Value
Individuals (other than H…	45
High Net Worth Individual…	16

Professional Wealth Management Services Llc, NC — Investment Adviser | BuildTrust