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Building 2CHARMARLINE WEALTH MANAGEMENT LLC

Map pinLYNCHBURG, VA
Phone(434) 455-3036
NotebookSEC #801-132335
Total AUM
$111.9M
Employees
1
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3831 OLD FOREST ROAD
SUITE 6
LYNCHBURG
VA 24501
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(434) 455-3036

ReceiptFinancials

Total AUM
$111.9M
Accounts
293
Discretionary
$111M
Accounts
292
Non-Discretionary
$847K
Accounts
1

ContactClients

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Individual Clients
76
AUM
$37.6M
HNW Individual Clients
47
AUM
$74.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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