CHARLOTTE WEALTH MANAGEMENT, LLC

Overview

Charlotte Wealth Management, LLC is a small independent RIA that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm acts as an insurance broker in addition to its advisory services, and it runs client portfolios primarily on a discretionary basis. Investment activity centers on public funds and mutual funds as the core building blocks of client portfolios, while the firm supplements those core positions with allocations to third‑party alternative managers, specifically hedge funds and real estate strategies. The advisor is not an active ESG investor and does not operate as a multi‑state adviser or institutional pension consultant; its model emphasizes third‑party manager access and platform-based execution rather than running proprietary capital allocation programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices