CHARLOTTE WEALTH MANAGEMENT, LLC

CHARLOTTE WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 311058). Regulatory assets under management: $86.2M.

Registration

• CRD: 311058
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311058 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search