|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Charter Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 162299 |
| SEC # | 801-117854 |
| CIK # | |
| AUM | $175.6 M (2025-03-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 919-729-2100 |
| Address | 8601 Six Forks Road Raleigh, NC 27615 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 19.8 |
| (b) Individuals (high net worth individuals) | 29 | 44.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 98.0 |
| (h) Charitable organizations | 0 | 13.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 175.6 |
| By Discretionary | ||
| Discretionary | 262 | 172.4 |
| Non-Discretionary | 1 | 3.2 |
| Total | 263 | 175.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 175.3 | |
| Total | 263 | 175.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Wealth Management Inc
✚
|
VA | 0.2 |
|
Brixton Capital Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Sun Financial Inc
✚
|
UT | 0.2 |
|
Barnett & Co Inc
✚
|
TN | 0.2 |
|
Parsonex Advisory Services Inc
✚
|
CO | 0.2 |
|
Candide Group LLC
✚
|
CA | 0.2 |
|
Gatepass Capital LLC
✚
|
OH | 0.2 |
|
Financial Life Planners LLC
✚
|
AZ | 0.2 |
|
AO Wealth Advisory LLC
✚
|
IA | 0.2 |
|
Marrick Wealth LLC
✚
|
CA | 0.2 |