LYNCHBURG, VACRD 336719Latest ADV February 5, 2026
Charmarline Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lynchburg, VA. Its latest Form ADV filing, dated February 5, 2026, reports $119M in regulatory assets under management, 1 employee, 1 office, and 320 accounts.
Assets Under Management
$119M
Employees
1
Offices
1 office
Total Clients
124
Primary office
LYNCHBURG, VA
3831 OLD FOREST RD, SUITE 6, LYNCHBURG, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.7% of total clients.
Top client categories% of clientsClients
1
Individuals
59.7%
74
2
HNWI
40.3%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of February 5, 2026
Discretionary99.3%
$118M
99% of total RAUM99.3%
Non-discretionary0.7%
$874K
1% of total RAUM0.7%
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$119M
Total Accounts320
10Y AUM Change+$7M (+6.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee124:1
10Y Employee Change0 (0.0%)
* 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.