Active
ACCRUENT WEALTH ADVISORS
Investment Advice|WINSTON-SALEM, NC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$173.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 150.9M |
| Non-Discretionary | 22.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 113706 |
| SEC Number | 801-118266 |
| Street Address | 1399 ASHLEYBROOK LANE, SUITE 120 |
| Location | WINSTON-SALEM, NC 27103 |
| Country | United States |
| Phone | 336-760-4829 |
| Total Employees | 3 |
Client Count by Type (146 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 84 |
| High Net Worth Individual… | 62 |
Community Partners
CITY OF WINSTON-SALEM
COUNTY OF FORSYTH
TOWN OF BETHANIA
TOWN OF KERNERSVILLE
TOWN OF LEWISVILLE
TOWN OF RURAL HALL
TOWN OF TOBACCOVILLE
TOWN OF WALKERTOWN
VILLAGE OF CLEMMONS
CITY OF WINSTON-SALEM
COUNTY OF FORSYTH
TOWN OF BETHANIA
TOWN OF KERNERSVILLE
TOWN OF LEWISVILLE
TOWN OF RURAL HALL
TOWN OF TOBACCOVILLE
TOWN OF WALKERTOWN
VILLAGE OF CLEMMONS
CITY OF WINSTON-SALEM
COUNTY OF FORSYTH
TOWN OF BETHANIA
TOWN OF KERNERSVILLE
TOWN OF LEWISVILLE
TOWN OF RURAL HALL
TOWN OF TOBACCOVILLE
TOWN OF WALKERTOWN
VILLAGE OF CLEMMONS
Municipal Government
9 Active
9
Organizations
FORSYTH SOIL AND WATER CONSERVATION DISTRICT
PIEDMONT TRIAD REGIONAL COUNCIL
WALKERTOWN FIRE DEPARTMENT, INCORPORATED
WINSTON-SALEM HOUSING AUTHORITY
FORSYTH SOIL AND WATER CONSERVATION DISTRICT
PIEDMONT TRIAD REGIONAL COUNCIL
WALKERTOWN FIRE DEPARTMENT, INCORPORATED
WINSTON-SALEM HOUSING AUTHORITY
FORSYTH SOIL AND WATER CONSERVATION DISTRICT
PIEDMONT TRIAD REGIONAL COUNCIL
WALKERTOWN FIRE DEPARTMENT, INCORPORATED
WINSTON-SALEM HOUSING AUTHORITY
Special District
4 Active
4
Organizations
FORSYTH CO-WINSTON SALEM SCHOOLS
FORSYTH TECHNICAL COLLEGE
NC LEADERSHIP CHARTER ACADEMY, INC
FORSYTH CO-WINSTON SALEM SCHOOLS
FORSYTH TECHNICAL COLLEGE
NC LEADERSHIP CHARTER ACADEMY, INC
FORSYTH CO-WINSTON SALEM SCHOOLS
FORSYTH TECHNICAL COLLEGE
NC LEADERSHIP CHARTER ACADEMY, INC
School District
3 Active
3
Organizations
1 WAY HOOPS
381ST BOMB GROUP H MEMORIAL ASSOCIATION
4 Extra Effort Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
AGENCY FOR FAMILIES IN DISTRESS INC
ALLISON FAMILY REUNION COMMITTEE
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATUER ATHLETIC UNION OF THE UNITED STATES
AMATURE ATHLETIC UNION OF THE US INC
AMERICAN BOARD OF SCIENCE IN NUCLEAR MEDICINE INC
AMERICAN LEGION
AMERICAN YOUTH FOOTBALL INC
AMERICAN YOUTH FOOTBALL INC
ANCIENT MYSTICAL ORDER ROSAECRUCIS
ANGELIC WARRIOR FOUNDATION INC
A RUFF DAY RESCUE INC
ASIS INTERNATIONAL INC
ASSOCIATION OF CHINESE PROFESSORS OF SOCIAL SCIENCES IN THE UNITED
1 WAY HOOPS
381ST BOMB GROUP H MEMORIAL ASSOCIATION
4 Extra Effort Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
AGENCY FOR FAMILIES IN DISTRESS INC
ALLISON FAMILY REUNION COMMITTEE
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATUER ATHLETIC UNION OF THE UNITED STATES
AMATURE ATHLETIC UNION OF THE US INC
AMERICAN BOARD OF SCIENCE IN NUCLEAR MEDICINE INC
AMERICAN LEGION
AMERICAN YOUTH FOOTBALL INC
AMERICAN YOUTH FOOTBALL INC
ANCIENT MYSTICAL ORDER ROSAECRUCIS
ANGELIC WARRIOR FOUNDATION INC
A RUFF DAY RESCUE INC
ASIS INTERNATIONAL INC
ASSOCIATION OF CHINESE PROFESSORS OF SOCIAL SCIENCES IN THE UNITED
1 WAY HOOPS
381ST BOMB GROUP H MEMORIAL ASSOCIATION
4 Extra Effort Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
AGENCY FOR FAMILIES IN DISTRESS INC
ALLISON FAMILY REUNION COMMITTEE
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATUER ATHLETIC UNION OF THE UNITED STATES
AMATURE ATHLETIC UNION OF THE US INC
AMERICAN BOARD OF SCIENCE IN NUCLEAR MEDICINE INC
AMERICAN LEGION
AMERICAN YOUTH FOOTBALL INC
AMERICAN YOUTH FOOTBALL INC
ANCIENT MYSTICAL ORDER ROSAECRUCIS
ANGELIC WARRIOR FOUNDATION INC
A RUFF DAY RESCUE INC
ASIS INTERNATIONAL INC
ASSOCIATION OF CHINESE PROFESSORS OF SOCIAL SCIENCES IN THE UNITED
Nonprofit Organization
309 Active
309
Organizations
Community Partners66 organizations
CITY OF WINSTON-SALEM
Municipal Government·WINSTON SALEM
COUNTY OF FORSYTH
Municipal Government·WINSTON SALEM
TOWN OF LEWISVILLE
Municipal Government·LEWISVILLE
TOWN OF RURAL HALL
Municipal Government·RURAL HALL
VILLAGE OF CLEMMONS
Municipal Government·CLEMMONS
PIEDMONT TRIAD REGIONAL COUNCIL
Special District·KERNERSVILLE
WALKERTOWN FIRE DEPARTMENT, INCORPORATED
Special District·WALKERTOWN
NC LEADERSHIP CHARTER ACADEMY, INC
School District·KERNERSVILLE
1 WAY HOOPS
Nonprofit Organization·Kernersville
381ST BOMB GROUP H MEMORIAL ASSOCIATION
Nonprofit Organization·Kernersville
4 Extra Effort Inc
Nonprofit Organization·Kernersville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kernersville
AGENCY FOR FAMILIES IN DISTRESS INC
Nonprofit Organization·Kernersville
ALLISON FAMILY REUNION COMMITTEE
Nonprofit Organization·Kernersville
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Kernersville
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Kernersville
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Kernersville
AMATUER ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Kernersville
AMATURE ATHLETIC UNION OF THE US INC
Nonprofit Organization·Walkertown
AMERICAN BOARD OF SCIENCE IN NUCLEAR MEDICINE INC
Nonprofit Organization·Kernersville
AMERICAN LEGION
Nonprofit Organization·KERNERSVILLE
AMERICAN YOUTH FOOTBALL INC
Nonprofit Organization·Kernersville
AMERICAN YOUTH FOOTBALL INC
Nonprofit Organization·Kernersville
ANCIENT MYSTICAL ORDER ROSAECRUCIS
Nonprofit Organization·Kernersville
ANGELIC WARRIOR FOUNDATION INC
Nonprofit Organization·Walkertown
A RUFF DAY RESCUE INC
Nonprofit Organization·Walkertown
ASIS INTERNATIONAL INC
Nonprofit Organization·Kernersville
ASSOCIATION OF CHINESE PROFESSORS OF SOCIAL SCIENCES IN THE UNITED
Nonprofit Organization·Kernersville
ASSOCIATION OF FUNDRAISING PROFESSIONALS
Nonprofit Organization·KERNERSVILLE
AUSTIN HEALEY CLUB OF AMERICA TRIAD REGION
Nonprofit Organization·Kernersville
BABY LEO ANIMAL RESCUE
Nonprofit Organization·KERNERSVILLE
BEESON CROSS ROADS FIRE & RESCUE
Nonprofit Organization·KERNERSVILLE
BEING MINISTRIES
Nonprofit Organization·Kernersville
BETTER BUSINESS BUREAU FOUNDATION OF CENTRAL & NORTHWEST NORTH CAROL
Nonprofit Organization·Kernersville
BETTER BUSINESS BUREAU OF CENTRAL AND
Nonprofit Organization·KERNERSVILLE
BILLY MARTIN EVANGELISTIC MINISTRIES
Nonprofit Organization·KERNERSVILLE
BILLY MARTIN EVANGELISTIC MINISTRIES INC
Nonprofit Organization·KERNERSVILLE
BROOKSIDE MONTESSORI SCHOOL
Nonprofit Organization·Kernersville
BROOK WOMENS HOPE CENTER
Nonprofit Organization·Kernersville
CARE 2 LOVE IN ACTION
Nonprofit Organization·Kernersville
Carolina Impact Athletics Inc
Nonprofit Organization·Kernersville
CAROLINA LONGARM ASSOCIATION
Nonprofit Organization·KERNERSVILLE
CAROLINA RESCUE AND EMERGENCY MEDICAL TRANSPORT INC
Nonprofit Organization·Kernersville
CENTER FOR SYNCHRONIC REDEVELOPMENT INC
Nonprofit Organization·KERNERSVILLE
CENTRAL CAROLINA PUG DOG CLUB
Nonprofit Organization·Walkertown
CHEEREADERS
Nonprofit Organization·Kernersville
CHILDREN OF ZION OUTREACH MINISTRY
Nonprofit Organization·Kernersville
CHRISTIAN RIDERS MINISTRY INC
Nonprofit Organization·Kernersville
CHRISTOPHER FOUNDATION INC
Nonprofit Organization·TOBACCOVILLE
CHRISTOPHER LEE HOLDER MEMORIAL FOUNDATION
Nonprofit Organization·Kernersville
CIVITAN INTERNATIONAL
Nonprofit Organization·Kernersville
CIVITAN INTERNATIONAL 33-1036
Nonprofit Organization·KERNERSVILLE
COLFAX MEMORIAL GARDENS
Nonprofit Organization·KERNERSVILLE
COLUMBIETTES INCORPORATED
Nonprofit Organization·Kernersville
COMMUNITY MEALS ON WHEELS
Nonprofit Organization·Kernersville
CORPORATION OF THE FIDDLE AND BOW
Nonprofit Organization·Kernersville
CRITICAL CHILDREN AT CHRISTMAS
Nonprofit Organization·Walkertown
DALLAS DUEL
Nonprofit Organization·Walkertown