Charlotte Wealth Management, LLC

Charlotte Wealth Management, LLC (CRD# 311058) is a financial advisory firm headquartered in Charlotte, NC. They manage $64,915,917 in 363 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3530 Toringdon Way, Suite 108, Charlotte, NC 28277
https://www.charlottewealthmanagement.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $178,832
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, SC, TX, VA

Financial Advisors at Charlotte Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Taylor Bryant, financial advisor Charlotte NC
Taylor D. Bryant
CRD#: 5862956
3530 Toringdon Way, Suite 108, Charlotte, NC 28277

Taylor Bryant (CRD# 5862956) is an Investment Advisor Representative working at Charlotte Wealth Management, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

2
Stuart Gardner, financial advisor Charlotte NC
Stuart R. Gardner
CRD#: 1157748
3530 Toringdon Way, Suite 108, Charlotte, NC 28277

Stuart Gardner (CRD# 1157748) is an Investment Advisor Representative working at Charlotte Wealth Management, LLC in Charlotte, NC and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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