# CHARLESTON WEALTH ADVISORS

CHARLESTON WEALTH ADVISORS of MOUNT PLEASANT, SC is an SEC-registered investment adviser.

## Registration

- CRD: 319565
- Type: SEC-registered investment adviser
- Location: 806 JOHNNIE DODDS BLVD, MOUNT PLEASANT, SC, 29464
- Phone: 843-628-2892
- Latest filing: 2026-03-09
- Regulatory AUM: $81.0M
- Discretionary AUM: $78.6M
- Non-discretionary AUM: $2.4M
- Clients: 1
- Accounts: 263

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319565/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319565/similar
- Related entities: https://search.stillhousedata.com/firm/319565/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319565

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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.