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Level Wealth ManagementFinancial advisor in Charlotte, NC

Level Wealth Management is a financial advisor at 6135 Park S Dr Ste 510, Charlotte, NC 28210, ranked #33 of 273 financial advisors in Charlotte and rated 5.0 from 19 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) 312-2490Website ↗

Key facts

Key facts about Level Wealth Management
Address6135 Park S Dr Ste 510, Charlotte, NC 28210Get directions
Phone(704) 312-2490
Websitelevelwm.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 19 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

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

Based in Charlotte, NCView on map

Opening hours

Opening hours for Level Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Level Wealth Management

How is Level Wealth Management ranked in Charlotte?

Level Wealth Management is ranked #33 of 273 financial advisors in Charlotte by RFA Score, with 69 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 Level Wealth Management’s hours?

Level Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 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 Level Wealth Management serve?

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

Level Wealth Management has a rating of 5.0 from 19 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 Level Wealth Management?

Call Level Wealth Management on (704) 312-2490. The business is at 6135 Park S Dr Ste 510, Charlotte, NC 28210. 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

Level Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Level Wealth Management (this business)—695.0 (19)NoNo
Serenity Wealth Management, Charlotte Fiduciary Financial Advisors#31695.0 (21)NoNo5.1 mi
YellowWood Wealth Solutions#32695.0 (21)NoNo1.4 mi
Oakley Financial LLC#34695.0 (19)NoNo2.4 mi

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