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Leonard Wealth Management, LLC, A Registered Investment AdvisorFinancial advisor in Lincolnton, NC

Leonard Wealth Management, LLC, A Registered Investment Advisor is a financial advisor at 312 E Water St, Lincolnton, NC 28092, ranked #3 of 135 financial advisors in Lincolnton and rated 5.0 from 24 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.

Lincolnton, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 735-7427Website ↗

Key facts

Key facts about Leonard Wealth Management, LLC, A Registered Investment Advisor
Address312 E Water St, Lincolnton, NC 28092Get directions
Phone(704) 735-7427
Websiteleonardwealth.net
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 24 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lincolnton and 10 towns within 25 miles: Newton, Gastonia, Kings Mountain, Mount Holly, Hickory, Belmont, Shelby, Cornelius, Davidson and Huntersville.

Based in Lincolnton, NCView on map

Opening hours

Opening hours for Leonard Wealth Management, LLC, A Registered Investment Advisor
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Leonard Wealth Management, LLC, A Registered Investment Advisor

How is Leonard Wealth Management, LLC, A Registered Investment Advisor ranked in Lincolnton?

Leonard Wealth Management, LLC, A Registered Investment Advisor is ranked #3 of 135 financial advisors in Lincolnton by RFA Score, with 70 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 Leonard Wealth Management, LLC, A Registered Investment Advisor’s hours?

Leonard Wealth Management, LLC, A Registered Investment Advisor is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Leonard Wealth Management, LLC, A Registered Investment Advisor serve?

Serves Lincolnton and 10 towns within 25 miles: Newton, Gastonia, Kings Mountain, Mount Holly, Hickory, Belmont, Shelby, Cornelius, Davidson and Huntersville. 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 Leonard Wealth Management, LLC, A Registered Investment Advisor?

Leonard Wealth Management, LLC, A Registered Investment Advisor has a rating of 5.0 from 24 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 Leonard Wealth Management, LLC, A Registered Investment Advisor?

Call Leonard Wealth Management, LLC, A Registered Investment Advisor on (704) 735-7427. The business is at 312 E Water St, Lincolnton, NC 28092. 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

Leonard Wealth Management, LLC, A Registered Investment Advisor compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Leonard Wealth Management, LLC, A Registered Investment Advisor (this business)—705.0 (24)NoNo
Lyon Financial#1714.7 (682)NoNo23.6 mi
Belmont Capital Advisors, Inc.#2714.9 (231)NoNo19.8 mi
Simplified Financial#4705.0 (23)NoNo0.1 mi

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