Key facts
- CHARTER WEALTH MANAGEMENT is a other based in RALEIGH, NC.
- CHARTER WEALTH MANAGEMENT reports $300K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 162299- Regulatory AUM
- $300K
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- RALEIGH, NC
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CHARTER WEALTH MANAGEMENT, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CHARTER WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CHARTER WEALTH MANAGEMENT's AUM?
- CHARTER WEALTH MANAGEMENT manages approximately $300K in assets.