The Pines Wealth Management, LLC
● SEC registered since 2024CRD 326353SEC# 801-129712Southern Pines, NC
Reg. AUM
$485.9M
Employees
4
Accounts
957
Location
Southern Pines, NC
About The Pines Wealth Management
The Pines Wealth Management provides personalized planning and investment management for individuals and families. Its process moves from understanding goals to building a plan, implementing changes, and staying in touch as life evolves.
Summary based on the firm’s website.
The Pines Wealth Management, LLC assets under management
The Pines Wealth Management, LLC is an investment advisory firm registered with the SEC based in Southern Pines, NC. The firm has been registered since 2024. It reports $485.9 million in regulatory assets under management and employs 4 people.
The Pines Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Howell Evans Neville Control | Founder, Principal And Wealth Manager | Over 75% | 2024 |
| Michelle Crandall Robinson Control | Founder, Chief Compliance Officer, Principal And Wealth Manager | 10-25% | 2024 |
Frequently asked questions
How much does The Pines Wealth Management, LLC manage?
The Pines Wealth Management, LLC reports $485.9 million in regulatory assets under management on its Form ADV.
How many employees does The Pines Wealth Management, LLC have?
The Pines Wealth Management, LLC reports 4 employees.
Where is The Pines Wealth Management, LLC located?
The Pines Wealth Management, LLC is based in Southern Pines, NC and has been SEC-registered since 2024.
Does The Pines Wealth Management, LLC disclose fund performance?
The Pines Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 325 W. Pennsylvania Ave, Ste E, Southern Pines, NC 28387 |
| Phone | (910) 475-8312 |
| Fax | 910-401-1539 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$485.9M▲ 16%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$485.9Mregulatory AUM
Discretionary $485.7MNon-discretionary $149K