Falists
← Back to search

CHARMARLINE WEALTH MANAGEMENT

CHARMARLINE WEALTH MANAGEMENT LLC

CRD 336719 · SEC 801-133722

Visit website

3831 OLD FOREST RD, SUITE 6, LYNCHBURG, VA, 24501, United States

Phone

434-455-3036

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$118.8M

Discretionary AUM

$117.9M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals74$35.6M
High net worth individuals50$83.2M

States served

NC, VA

All web addresses on file

Official SEC filing: View on IAPD