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Bolin Creek Wealth Advisors LLC CRD 325013
$23.8M regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1829 E. Franklin Street, Bld. 600 Suite E-5, Chapel Hill, NC 27514 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-10 |
Branch Locations
1829 E. Franklin Street, Bld. 600 Suite E-5, Chapel Hill, NC 27514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodward Financial Advisors, Inc | Chapel Hill | NC | 03/2014 | 09/2022 |
| Bolin Creek Wealth Advisors Llc | Chapel Hill | NC | 01/2023 | Present |
| Unemployed | Chapel Hill | NC | 09/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-10 |
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