CHARMARLINE WEALTH MANAGEMENT LLC
CHARMARLINE WEALTH MANAGEMENT LLC of LYNCHBURG, VA is an SEC-registered investment adviser (CRD 336719). Regulatory assets under management: $118.8M.
Registration
- CRD: 336719
- SEC file number: 801-133722
- Type: Registered investment adviser
- Location: 3831 OLD FOREST RD, SUITE 6, LYNCHBURG, VA, 24501
- Phone: 434-455-3036
- Latest filing: 2026-02-05
- Regulatory AUM: $118.8M
- Discretionary AUM: $117.9M
- Non-discretionary AUM: $874K
- Clients: 1
- Accounts: 320
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Geoffrey Collagan Sirhal | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| Geoffrey C Sirhal | CHIEF COMPLIANCE OFFICER | — |
More on this firm