Overview
Assets Under Management: $112 million
Headquarters: LYNCHBURG, VA
High-Net-Worth Clients: 47
Average Client Assets: $1.6 million
Frequently Asked Questions
CHARMARLINE WEALTH MANAGEMENT LLC 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 #152697), CHARMARLINE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CHARMARLINE WEALTH MANAGEMENT LLC is headquartered in LYNCHBURG, VA.
CHARMARLINE WEALTH MANAGEMENT LLC serves 47 high-net-worth clients according to their SEC filing dated June 11, 2025. View client details ↓
According to their SEC Form ADV, CHARMARLINE WEALTH MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
CHARMARLINE WEALTH MANAGEMENT LLC manages $112 million in client assets according to their SEC filing dated June 11, 2025.
According to their SEC Form ADV, CHARMARLINE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.38%
Average Client Assets: $1.6 million
Total Client Accounts: 293
Discretionary Accounts: 292
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 152697
Filing ID: 1997065
Last Filing Date: 2025-06-11 11:32:00