Willingdon Wealth Management LLC
Legal Name: WILLINGDON WEALTH MANAGEMENT LLC
Full Contact Details
Willingdon Wealth Management LLC
13801 REESE BOULEVARD, SUITE 155, HUNTERSVILLE, NC
704-659-7810
704-766-0592
Other Info
Willingdon Wealth Management LLC is a North Carolina Corporation operating with 18 employees, 15 of which are in advisory roles. Although the exact number of clients served is unknown, its SEC status is currently Approved, and it has been registered since October 2004. As a professional financial analysis writer, I trust that the soundness of the firm's legal status assures potential clients of its credibility and financial expertise.
Wealth Management Services Charlotte - Willingdon Wealth
We are committed to this personalized approach to provide each client with the highest level of portfolio management and client service.
Direct Owners
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LEWIS MICHAEL KAYES
PRESIDENT, MANAGER owns less than 5%
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MARY LYNN KAYES
CHIEF COMPLIANCE OFFICER, MANAGER owns less than 5%
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THEODORE ELLIS AKE
VICE PRESIDENT, MANAGER owns less than 5%
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WILLINGDON HOLDINGS, INC.
MEMBER owns 75% or more
Indirect Owners
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LEWIS MICHAEL KAYES
PRESIDENT AND SHAREHOLDER owns more than 50% but less than 75%