CHARTER WEALTH MANAGEMENT, INC.
Doing business as CHARTER WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$195,612,950
Discretionary
$191,842,094
Non-discretionary
$3,770,856
Firm details
- CRD number
- 162299
- SEC file number
- 801-117854
- Main office
- RALEIGH, NC, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.CHARTERWM.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.