# CHARLOTTE WEALTH MANAGEMENT, LLC

CHARLOTTE WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 311058
- Type: SEC-registered investment adviser
- Location: 3530 TORINGDON WAY, CHARLOTTE, NC, 28277
- Phone: 704-849-1001
- Latest filing: 2026-02-26
- Regulatory AUM: $86.2M
- Discretionary AUM: $81.2M
- Non-discretionary AUM: $5.0M
- Clients: 2
- Accounts: 334

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311058/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311058/similar
- Related entities: https://search.stillhousedata.com/firm/311058/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311058

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.