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CHARLESTON WEALTH ADVISORS
CHARLESTON WEALTH ADVISORS, LLC
CRD 319565
806 JOHNNIE DODDS BLVD, STE 202, MOUNT PLEASANT, SC, 29464, United States
Phone
843-628-2892
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$81.0M
Discretionary AUM
$78.6M
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $35.5M |
| High net worth individuals | 37 | $42.0M |
| Pension/profit sharing plans | 3 | $3.0M |
| Corporations/business entities | 2 | $550K |
All web addresses on file
Official SEC filing: View on IAPD