# CHARTER WEALTH MANAGEMENT, INC.

CHARTER WEALTH MANAGEMENT, INC. of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 162299
- Type: SEC-registered investment adviser
- SEC file number: 801-117854
- Location: 8601 SIX FORKS ROAD, SUITE 400, RALEIGH, NC, 27615
- Phone: 919-729-2100
- Latest filing: 2026-03-19
- Regulatory AUM: $195.6M
- Discretionary AUM: $191.8M
- Non-discretionary AUM: $3.8M
- Clients: 4
- Accounts: 232

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Brent Allen Plunkett | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | — |
| Justin Michael Taylor | PRESIDENT/SHAREHOLDER | — |
| TAYLOR JASON MICHAEL | PRESIDENT/SHAREHOLDER | — |
| PLUNKETT BRENT ALLEN | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162299/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162299/similar
- Related entities: https://search.stillhousedata.com/firm/162299/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162299

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.