Overview
Assets Under Management: $119 million
Headquarters: LYNCHBURG, VA
High-Net-Worth Clients: 50
Average Client Assets: $1.7 million
Frequently Asked Questions
CHARMARLINE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336719), CHARMARLINE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CHARMARLINE WEALTH MANAGEMENT is headquartered in LYNCHBURG, VA.
CHARMARLINE WEALTH MANAGEMENT serves 50 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, CHARMARLINE WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
CHARMARLINE WEALTH MANAGEMENT manages $119 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, CHARMARLINE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.04%
Average Client Assets: $1.7 million
Total Client Accounts: 320
Discretionary Accounts: 319
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 336719
Filing ID: 2049358
Last Filing Date: 2026-02-05 10:34:53