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Charmarline Wealth Management LLC

● SEC registered since 2025CRD 336719SEC# 801-133722Lynchburg, VA
Export (members)
Reg. AUM
$111.9M
Employees
1
Accounts
293
Location
Lynchburg, VA

Charmarline Wealth Management LLC assets under management

Charmarline Wealth Management LLC is a registered investment adviser overseen by the SEC based in Lynchburg, VA. The firm has been registered since 2025. It reports $111.9 million in regulatory assets under management and employs 1 people.
cmlwm.comView on SEC.gov ↗

Charmarline Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Geoffrey C Sirhal ControlOwner And Chief Compliance OfficerOver 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 and has been SEC-registered since 2025.

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

Address3831 Old Forest Rd, Suite 6, Lynchburg, VA 24501
Phone434-455-3036
Office hours9:00 a.m. - 4:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111M
Non-discretionary$847K
Total (RAUM)$111.9M