# Charter Wealth Management

Charter Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/charter-wealth-management

## Regulatory record

- **CRD number:** 162299
- **SEC file number:** 801-117854
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/162299

## About

CHARTER WEALTH MANAGEMENT is an SEC-registered investment adviser in RALEIGH, NC, registered since 2020. The firm manages $196 million in assets, $192 million on a discretionary basis. It has 4 employees and 3 investment advisers.

## Related profiles

- [CfaTestBank](https://altss.com/profile/cfatestbank)
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Last updated: 2026-07-06T01:24:14.000Z

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