CHARLESTON WEALTH ADVISORS

CHARLESTON WEALTH ADVISORS of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 319565). Regulatory assets under management: $81.0M.

Registration

• CRD: 319565
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319565 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search