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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LANEVE, JAMES, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LANEVE, JAMES, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SIRHAL, GEOFFREY, C | I | CHIEF COMPLIANCE OFFICER AND OWNER | E | Control |
| SIRHAL, GEOFFREY, C | I | CHIEF COMPLIANCE OFFICER AND OWNER | E | Control |
Registrations
Federal
IA
Jun 11, 2025 REGISTERED
Notice Filings (1)
VA
Address
3831 OLD FOREST ROADSUITE 6
LYNCHBURG, VA 24501
United States
Phone: (434) 455-3036