PPrivate Fund Data Log in Join · $37/mo

Charter Wealth Management, Inc.

● SEC registered since 2020CRD 162299SEC# 801-117854Raleigh, NC
Export (members)
Reg. AUM
$175.6M
Employees
4
Accounts
263
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 $175.6 million in regulatory assets under management and employs 4 people.
www.charterwm.comView on SEC.gov ↗

Charter Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brent Allen Plunkett ControlChief Executive Officer/Chief Compliance Officer/Shareholder50-75%2012
Justin Michael Taylor ControlPresident/Shareholder50-75%2015

Frequently asked questions

How much does Charter Wealth Management, Inc. manage?

Charter Wealth Management, Inc. reports $175.6 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

Address8601 Six Forks Road, Suite 400, Raleigh, NC 27615
Phone919-729-2100
Fax866-293-3560
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$172.4M
Non-discretionary$3.2M
Total (RAUM)$175.6M