Charmarline Wealth Management LLC
CRD 152697SEC# 801-132335Lynchburg, VA
No longer SEC-registered. Charmarline Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$111.9M
Employees
1
Accounts
293
Location
Lynchburg, VA
Charmarline Wealth Management LLC assets under management
Charmarline Wealth Management LLC is an investment advisory firm registered with the SEC based in Lynchburg, VA. It reports $111.9 million in regulatory assets under management and employs 1 people.
Charmarline Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Geoffrey C Sirhal Control | Chief Compliance Officer And Owner | Over 75% | 2025 |
Frequently asked questions
How much does Charmarline Wealth Management LLC manage?
Charmarline Wealth Management LLC reports $111.9 million in regulatory assets under management on its Form ADV.
How many employees does Charmarline Wealth Management LLC have?
Charmarline Wealth Management LLC reports 1 employees.
Where is Charmarline Wealth Management LLC located?
Charmarline Wealth Management LLC is based in Lynchburg, VA.
Does Charmarline Wealth Management LLC disclose fund performance?
Charmarline Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3831 Old Forest Road, Suite 6, Lynchburg, VA 24501 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$111.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$111.9Mregulatory AUM
Discretionary $111MNon-discretionary $847K