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Charmarline Wealth Management LLC

CRD 152697SEC# 801-132335Lynchburg, VA
Export (members)
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.
View on SEC.gov ↗

Charmarline Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Geoffrey C Sirhal ControlChief Compliance Officer And OwnerOver 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

Address3831 Old Forest Road, Suite 6, Lynchburg, VA 24501
Office hours9:00 a.m. - 4:00 p.m.
Discloses disciplinary historyNo

Assets under management

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