CHARMARLINE WEALTH MANAGEMENT LLC
CRD #152697 SEC #801-132335 LYNCHBURG, VA (434) 455-3036
SEC Registered
Total AUM
$111.9M
Discretionary
$111M
Employees
1
Clients
0
Accounts
293
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $111.9M | $111M | $847K | 1 | 0 |
| May 2025 | $111.9M | $111M | $847K | 1 | 0 |
| Apr 2025 | $111.9M | $111M | $847K | 1 | 0 |
| Mar 2025 | $111.9M | $111M | $847K | 1 | 0 |
DateJun 2025
Total AUM$111.9M
Discretionary$111M
Non-Disc.$847K
Employees1
Clients0
DateMay 2025
Total AUM$111.9M
Discretionary$111M
Non-Disc.$847K
Employees1
Clients0
DateApr 2025
Total AUM$111.9M
Discretionary$111M
Non-Disc.$847K
Employees1
Clients0
DateMar 2025
Total AUM$111.9M
Discretionary$111M
Non-Disc.$847K
Employees1
Clients0