Charter Wealth Management
Charter Wealth Management is an SEC-registered wealth manager in Raleigh, NC with $195.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Charter Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162299, SEC 801-117854, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $195.6M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Raleigh, NC
- Employees
- 4
- Clients
- 108
- CRD
- 162299
- Ownership
- TAYLOR, JUSTIN, MICHAEL; PLUNKETT, BRENT, ALLEN
How much AUM does Charter Wealth Management have?
Charter Wealth Management reported $195.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Charter Wealth Management?
Disclosed owners and executives of Charter Wealth Management include TAYLOR, JUSTIN, MICHAEL, PLUNKETT, BRENT, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.