CRD: 311058
Charlotte Wealth Management, LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Peak north
- Established Date
- 02-01-2009
- Office Locations
- 1
Office Locations
About Charlotte Wealth Management, LLC
Charlotte Wealth Management, LLC is a Charlotte, NC financial planning firm serving individuals and families with investment planning and portfolio guidance. The team covers retirement, education and estate planning, tax-efficient investing, risk management, and wealth preservation, tailoring investment selection to each client’s goals and risk tolerance with ongoing communication. Custody/platform support includes LPL Financial.
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Owner & Executives
STUART RAY GARDNER JR
Chief Compliance Officer, Managing Member, President
- CRD
- #1157748
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,189,518 | -- |
| Non-Discretionary | $5,033,492 | -- |
| Total | $86,223,010 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,223,010
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,952,220,925 | 30.7% |
| Equity - Exchange | $1,736,014,047 | 27.3% |
| Corporate - Non-Investment Grade | $1,570,679,376 | 24.7% |
| Cash | $1,100,111,467 | 17.3% |
| Total | $6,359,025,815 | 100.0% |