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
By the Numbers
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Total Assets Under Management65MILLION
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Total Number of Accounts363ACCOUNTS
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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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, SC, TX, VA
Financial Advisors at Charlotte Wealth Management, LLC
1
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 (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.
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