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CHARLOTTE WEALTH MANAGEMENT, LLC
CRD 311058
3530 TORINGDON WAY, SUITE 108, CHARLOTTE, NC, 28277, United States
Phone
704-849-1001
Fax
980-486-1093
Registration
— (—)
Source
State registered
Total AUM
$86.2M
Discretionary AUM
$81.2M
Team
2 total employees; 2 advisory reps; 27 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $25.9M |
| High net worth individuals | 67 | $53.9M |
| Pension/profit sharing plans | 3 | $1.9M |
| Corporations/business entities | 7 | $4.5M |
All web addresses on file
Official SEC filing: View on IAPD