SEC Form ADV

CHARTER WEALTH MANAGEMENT

Registered Investment AdviserNC
$195.6M
Assets Under Management
232
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-162299
Location
RALEIGH, NC
Filing Date
March 19, 2026
AUM
$195.6M
Total Clients
232
Amendment
No

About this Adviser

CHARTER WEALTH MANAGEMENT is a registered investment adviser headquartered in RALEIGH, NC, managing approximately $195.6M in assets across 232 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.