Charter Wealth Management, Inc.
● SEC registered since 2020CRD 162299SEC# 801-117854Raleigh, NC
Reg. AUM
$195.6M
Employees
4
Accounts
232
Location
Raleigh, NC
Charter Wealth Management, Inc. assets under management
Charter Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2020. It reports $195.6 million in regulatory assets under management and employs 4 people.
Charter Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Allen Plunkett Control | Chief Executive Officer/Chief Compliance Officer/Shareholder | 50-75% | 2012 |
| Justin Michael Taylor Control | President/Shareholder | 50-75% | 2015 |
Frequently asked questions
How much does Charter Wealth Management, Inc. manage?
Charter Wealth Management, Inc. reports $195.6 million in regulatory assets under management on its Form ADV.
How many employees does Charter Wealth Management, Inc. have?
Charter Wealth Management, Inc. reports 4 employees.
Where is Charter Wealth Management, Inc. located?
Charter Wealth Management, Inc. is based in Raleigh, NC and has been SEC-registered since 2020.
Does Charter Wealth Management, Inc. disclose fund performance?
Charter Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8601 Six Forks Road, Suite 400, Raleigh, NC 27615 |
| Phone | 919-729-2100 |
| Fax | 866-293-3560 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$195.6M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$195.6Mregulatory AUM
Discretionary $191.8MNon-discretionary $3.8M