Uwharrie Investment Advisors

EST. AUM
$337,840,640

CONTACTS
5

CLIENT ACCOUNTS
877

Firm Details

Metro area Charlotte
CRD Number 117592
Website uwharrie.com
Client types

Overview

Uwharrie Bank's Wealth Management division offers personalized financial planning, investment management, and trust services tailored to individual, family, and business needs. With a focus on long-term goals, they provide expertise in retirement planning, estate strategies, and asset management, ensuring clients navigate financial complexities confidently and build sustainable wealth for future generations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Uwharrie Investment Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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