CHARMARLINE WEALTH MANAGEMENT

Legal name: CHARMARLINE WEALTH MANAGEMENT LLC

CRD 336719File 801-133722

APPROVED

Retail clients

Filing as of Feb 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$118.8M

Bottom 25% of cohort (national)

Discretionary AUM

$117.9M

Non-discretionary $874K

Clients

124

320 accounts

Employees

Bottom 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Apr 21, 2025
Principal office: 3831 OLD FOREST RD, SUITE 6, LYNCHBURG, VA, 24501
Phone: 434-455-3036
Website: https://cmlwm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $118.8M
Discretionary AUM: $117.9M
Non-discretionary AUM: $874K
Discretionary accounts: 319
Non-discretionary accounts: 1
Total accounts: 320
AUM per client: $958K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	50	$83.2M
Individuals (other than high net worth individuals)	74	$35.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.