CHARMARLINE WEALTH MANAGEMENT LLC
Legal name: CHARMARLINE WEALTH MANAGEMENT
CRD #336719 SEC #801-133722 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
- Aug 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SIRHAL, GEOFFREY, C | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIRHAL, GEOFFREY, COLLAGAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIRHAL, GEOFFREY, COLLAGAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 21, 2025 REGISTERED
Notice Filings (2)
NC VA
Address
3831 OLD FOREST RDSUITE 6
LYNCHBURG, VA 24501
United States
Phone: 434-455-3036