Matthew Woodlief
Private Wealth Management of NC · Henderson, North Carolina
Matthew Woodlief is a fee-only financial advisor at Private Wealth Management of NC in Henderson, North Carolina. Matthew focuses on retirement planning, estate & legacy planning and tax planning. Private Wealth Management of NC reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Private Wealth Management of NC |
|---|---|
| Based in | Henderson, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $162.8M across 742 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6009149 |
| Exams passed | Series 65 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pwmofnc.com |
| Profile |
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Questions about Matthew
Is Matthew Woodlief a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Private Wealth Management of NC reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Private Wealth Management of NC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Woodlief based?
Matthew Woodlief is based in Henderson, North Carolina.
What does Matthew specialize in?
Matthew's specialties include retirement planning, estate & legacy planning and tax planning. Matthew works with retirees, pre-retirees and early-career professionals.
Is Matthew Woodlief registered with the SEC?
Yes. Matthew Woodlief is registered as an investment adviser representative in NC (CRD 6009149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Wealth Management of NC manage?
Private Wealth Management of NC reports $162.8M across 742 accounts in assets under management.
How do I contact Matthew Woodlief?
Through Matthew's website, www.pwmofnc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Private Wealth Management of NC website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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