Charter Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 19, 2026, reports $196M in regulatory assets under management, 4 employees, 3 offices, and 232 accounts.
Assets Under Management
$196M
Employees
4
Offices
3 offices
Total Clients
108
Primary office
RALEIGH, NC
8601 SIX FORKS ROAD, SUITE 400, RALEIGH, NC, United States
Top client segmentIndividuals represent 60.2% of total clients.
Top client categories% of clientsClients
1
Individuals
60.2%
65
2
HNWI
28.7%
31
3
Pension Plans
11.1%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of March 19, 2026
Discretionary98.1%
$192M
98% of total RAUM98.1%
Non-discretionary1.9%
$4M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$196M
Total Accounts232
10Y AUM Change+$86M (+77.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.