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Alloy Wealth ManagementFinancial advisor in Charlotte, NC

Alloy Wealth Management is a financial advisor at 13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277, ranked #1 of 273 financial advisors in Charlotte and rated 5.0 from 157 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (800) 689-3935Website ↗

Key facts

Key facts about Alloy Wealth Management
Address13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277Get directions
Phone(800) 689-3935
Websitealloywealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 157 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Monroe, Mount Holly, Harrisburg and Gastonia.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Alloy Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Alloy Wealth Management

How is Alloy Wealth Management ranked in Charlotte?

Alloy Wealth Management is ranked #1 of 273 financial advisors in Charlotte by RFA Score, with 75 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Alloy Wealth Management’s hours?

Alloy Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Alloy Wealth Management serve?

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Monroe, Mount Holly, Harrisburg and Gastonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Alloy Wealth Management?

Alloy Wealth Management has a rating of 5.0 from 157 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Alloy Wealth Management?

Call Alloy Wealth Management on (800) 689-3935. The business is at 13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Alloy Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Alloy Wealth Management (this business)—755.0 (157)NoNo
Mutual of Omaha Mortgage#2744.9 (177)NoNo11.9 mi
ADR Financial Group#3744.8 (185)YesNo19.9 mi

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