CHARMARLINE WEALTH MANAGEMENT

Overview

Charmarline Wealth Management is an independent registered investment adviser formed as an LLC that focuses on serving individual and family clients, as well as small-business owners. The firm charges clients a percentage-of-AUM fee and centers its advisory work on financial planning and discretionary portfolio management. Its stated investment tilt is toward equities, and the adviser manages most client relationships on a discretionary basis, implementing model and client-specific portfolios through custodial arrangements. The firm is not positioned as a capital allocator or pension consultant and does not market itself as an active ESG investor. It deploys external managers where appropriate — most notably using third-party hedge funds as part of alternative allocations — while relying on mutual funds and exchange-traded instruments for core exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices