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CHARTER WEALTH MANAGEMENT
CHARTER WEALTH MANAGEMENT, INC.
CRD 162299 · SEC 801-117854
8601 SIX FORKS ROAD, SUITE 400, RALEIGH, NC, 27615, United States
Phone
919-729-2100
Fax
866-293-3560
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.6M
Discretionary AUM
$191.8M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $18.1M |
| High net worth individuals | 31 | $49.3M |
| Pension/profit sharing plans | 12 | $114.7M |
States served
AL, IL, MS, NC, TN, TX
All web addresses on file
Official SEC filing: View on IAPD