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Charter Wealth Management CRD 162299
$196M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8601 Six Forks Road Suite 400, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-08-22 |
| TN | RA | APPROVED | 2025-08-22 |
| AL | RA | APPROVED | 2016-05-03 |
| TX | RA | APPROVED | 2015-03-24 |
| NC | RA | APPROVED | 2012-12-03 |
| IL | RA | APPROVED | 2012-03-22 |
Branch Locations
8601 Six Forks Road Suite 400, Raleigh, NC 27615 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plunkett Wealth Management, Inc. | Raleigh | NC | 02/2012 | Present |
2008-PRESENT: LIFE INSURANCE AGENT/VARIOUS CARRIERS/RALEIGH, NC/INDEPENDENT AGENT/MAY INVOLVE UP TO 50 HOURS PER MONTH INCLUDING DURING MARKET HOURS.//2014-PRESENT: WHALEWISDOM, LLC/NOT INVESTMENT RELATED/JOHNSON CITY, TN/ONLINE INVESTMENT EDUCATION SOLUTION/SHAREHOLDER & BUSINESS DEVELOPMENT/INVOLVES LESS THAN 10% TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-09 |
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