CHARTER WEALTH MANAGEMENT
SEC RegisteredEnriching Lives through Smarter Investing
About the firm
Charter Wealth Management is an independent advisory firm located in Raleigh, North Carolina that serves clients across the nation. Its mission is to provide clients with objective independent advice and a roadmap for success, empowering them with the knowledge needed to make the right financial decisions. The firm offers fee-only investment advice and serves as a fiduciary, with Charles Schwab as its primary custodian.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth planning for high net-worth families, institutional consulting for endowments, foundations, and corporate retirement plans, fee-only investment advice, and fiduciary advisory services
Who they serve
High net-worth families, endowments, foundations, and corporate retirement plans
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 65 | $18M |
| High Net Worth Individuals | 31 | $49M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 12 | $115M |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHARTER WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched