CHARTER WEALTH MANAGEMENT, INC. of RALEIGH, NC is an SEC-registered investment adviser (CRD 162299). Regulatory assets under management: $195.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |