CHARTER WEALTH MANAGEMENT

Raleigh, United States · CRD 162299

SEC-registered investment adviser since 2020 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$195.6m
Main clients (by assets)Pension plans 59%, High net worth individuals 25%, Individuals 9%
Websitecharterwm.com
Form ADV · 2026-03-19SEC adviser record

Kindinstitutions
Others nearbyRaleigh, NC

As an employer

Staff (Form ADV)4 · 3 in investment roles
Offices in1 country