CHARTER WEALTH MANAGEMENT, INC.
Legal name: CHARTER WEALTH MANAGEMENT
CRD #162299 SEC #801-117854 RALEIGH, NC 919-729-2100
SEC Registered
Total AUM
$175.6M
Discretionary
$172.4M
Employees
4
Clients
10
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $175.6M | $172.4M | $3.2M | 4 | 0 |
| Mar 2024 | $168.1M | $164.6M | $3.5M | 4 | 0 |
| Jun 2023 | $129.6M | $3.5M | $126.2M | 3 | 0 |
| Mar 2023 | $129.6M | $3.5M | $126.2M | 3 | 0 |
| Feb 2022 | $146.4M | $143.2M | $3.2M | 3 | 0 |
| Jan 2022 | $146.4M | $143.2M | $3.2M | 3 | 0 |
| Mar 2021 | $125.7M | $122.8M | $2.9M | 3 | 0 |
| Jun 2020 | $113.1M | $110.5M | $2.6M | 3 | 0 |
| Jan 2020 | $109.9M | $107.4M | $2.5M | 3 | 0 |
| Nov 2019 | $109.9M | $107.4M | $2.5M | 3 | 0 |
DateMar 2025
Total AUM$175.6M
Discretionary$172.4M
Non-Disc.$3.2M
Employees4
Clients0
DateMar 2024
Total AUM$168.1M
Discretionary$164.6M
Non-Disc.$3.5M
Employees4
Clients0
DateJun 2023
Total AUM$129.6M
Discretionary$3.5M
Non-Disc.$126.2M
Employees3
Clients0
DateMar 2023
Total AUM$129.6M
Discretionary$3.5M
Non-Disc.$126.2M
Employees3
Clients0
DateFeb 2022
Total AUM$146.4M
Discretionary$143.2M
Non-Disc.$3.2M
Employees3
Clients0
DateJan 2022
Total AUM$146.4M
Discretionary$143.2M
Non-Disc.$3.2M
Employees3
Clients0
DateMar 2021
Total AUM$125.7M
Discretionary$122.8M
Non-Disc.$2.9M
Employees3
Clients0
DateJun 2020
Total AUM$113.1M
Discretionary$110.5M
Non-Disc.$2.6M
Employees3
Clients0
DateJan 2020
Total AUM$109.9M
Discretionary$107.4M
Non-Disc.$2.5M
Employees3
Clients0
DateNov 2019
Total AUM$109.9M
Discretionary$107.4M
Non-Disc.$2.5M
Employees3
Clients0