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Common Wealth Charlotte (CWCLT)Financial advisor in Charlotte, NC

Common Wealth Charlotte (CWCLT) is a financial advisor at 5301 Wilkinson Blvd, Charlotte, NC 28208, ranked #38 of 75 wealth managers in Charlotte and rated 3.7 from 9 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 (980) 636-1262Website ↗

Key facts

Key facts about Common Wealth Charlotte (CWCLT)
Address5301 Wilkinson Blvd, Charlotte, NC 28208Get directions
Phone(980) 636-1262
Websitecommonwealthcharlotte.org
HoursMonday to Friday: 9 AM – 5 PM
Google rating3.7 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

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

Based in Charlotte, NCView on map

Opening hours

Opening hours for Common Wealth Charlotte (CWCLT)
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 Common Wealth Charlotte (CWCLT)

How is Common Wealth Charlotte (CWCLT) ranked in Charlotte?

Common Wealth Charlotte (CWCLT) is ranked #38 of 75 wealth managers in Charlotte by RFA Score, with 64 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 Common Wealth Charlotte (CWCLT)’s hours?

Common Wealth Charlotte (CWCLT) 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 Common Wealth Charlotte (CWCLT) serve?

Serves Charlotte and 11 towns within 25 miles: Belmont, Mount Holly, Huntersville, Matthews, Gastonia, Mint Hill, Harrisburg, Stallings, Weddington, Cornelius and Indian Trail. 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 Common Wealth Charlotte (CWCLT)?

Common Wealth Charlotte (CWCLT) has a rating of 3.7 from 9 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 Common Wealth Charlotte (CWCLT)?

Call Common Wealth Charlotte (CWCLT) on (980) 636-1262. The business is at 5301 Wilkinson Blvd, Charlotte, NC 28208. 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

Common Wealth Charlotte (CWCLT) compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Common Wealth Charlotte (CWCLT) (this business)—643.7 (9)NoNo
Frontier Wealth Advisors#36655.0 (5)NoNo7.4 mi
NaviPath Wealth#37655.0 (5)NoNo4.9 mi
Focus Wealth Planning#39645.0 (14)NoNo20.6 mi

See all 75 ranked wealth managers in Charlotte