Charmarline Wealth Management
Charmarline Wealth Management is an SEC-registered mass-market adviser in Lynchburg, VA with $118.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Charmarline Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336719, SEC 801-133722, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $118.8M (2026-02-05)
- Firm type
- Mass-Market Adviser
- Location
- Lynchburg, VA
- Employees
- 1
- Clients
- 124
- CRD
- 336719
- Ownership
- SIRHAL, GEOFFREY, COLLAGAN
How much AUM does Charmarline Wealth Management have?
Charmarline Wealth Management reported $118.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Charmarline Wealth Management?
Disclosed owners and executives of Charmarline Wealth Management include SIRHAL, GEOFFREY, COLLAGAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.