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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| PLUNKETT, BRENT, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
| TAYLOR, JUSTIN, MICHAEL | I | PRESIDENT/SHAREHOLDER | D | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (6)
AL IL MS NC TN TX
Address
8601 SIX FORKS ROADSUITE 400
RALEIGH, NC 27615
United States
Phone: 919-729-2100