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Focused Wealth, LLCFinancial advisor in Charlotte, NC

Focused Wealth, LLC is a financial advisor at 8037 Corporate Center Dr STE 300, Charlotte, NC 28226, ranked #26 of 75 wealth managers in Charlotte and rated 5.0 from 7 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 (704) 543-0690Website ↗

Key facts

Key facts about Focused Wealth, LLC
Address8037 Corporate Center Dr STE 300, Charlotte, NC 28226Get directions
Phone(704) 543-0690
Websitefocusedwealthllc.com
HoursMonday to Thursday: 7:30 AM – 4:30 PM; Friday: 7:30 AM – 3:30 PM
Google rating5.0 from 7 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: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Mount Holly, Monroe, Harrisburg and Gastonia.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Focused Wealth, LLC
DayHours
Monday7:30 AM – 4:30 PM
Tuesday7:30 AM – 4:30 PM
Wednesday7:30 AM – 4:30 PM
Thursday7:30 AM – 4:30 PM
Friday7:30 AM – 3:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Focused Wealth, LLC

How is Focused Wealth, LLC ranked in Charlotte?

Focused Wealth, LLC is ranked #26 of 75 wealth managers in Charlotte by RFA Score, with 65 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 Focused Wealth, LLC’s hours?

Focused Wealth, LLC is open Monday to Friday. Its listed hours are Monday to Thursday, 7:30 AM – 4:30 PM; Friday, 7:30 AM – 3:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Focused Wealth, LLC serve?

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Mount Holly, Monroe, 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 Focused Wealth, LLC?

Focused Wealth, LLC has a rating of 5.0 from 7 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 Focused Wealth, LLC?

Call Focused Wealth, LLC on (704) 543-0690. The business is at 8037 Corporate Center Dr STE 300, Charlotte, NC 28226. 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

Focused Wealth, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Focused Wealth, LLC (this business)—655.0 (7)NoNo
Family Wealth Partners#24664.8 (21)NoNo6.9 mi
Rhino Wealth Management#25655.0 (15)NoNo15.0 mi
Kucharo Wealth#27655.0 (7)NoNo9.2 mi

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