DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Charmarline Wealth Management LLC

Former SEC-registered adviserLynchburg, VirginiaCRD 152697SEC 801-132335IAPD
Latest filing Jun 11, 2025
First filing on the tape Apr 11, 2025 · 3 filings
SEC status approved since Apr 17, 2025
RAUM
$112M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$112M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$112M as of Jun 11, 2025
Apr 11, 2025$112M then
HNW client RAUM$74.2M as of Jun 11, 2025
Apr 11, 2025$74.2M then
State-registered IARs (5.B.3)1 as of Jun 11, 2025
Apr 11, 20251 then
Employees (5.A)1 as of Jun 11, 2025
Apr 11, 20251 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 11, 2025; every figure names its basis
RAUM per advisor
$112MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
123derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.6MderivedHNW RAUM over HNW clients
Average account
$381,744derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$74.2M66%
  • Individuals$37.6M34%
Individual clients
76reported
HNW clients
47reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
293reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    No Schedule A on the extract for this adviser.
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Succession · true to false
      May 21, 2025 to Jun 11, 2025
    • Business name · LANEVE FINANCIAL GUIDANCE LLC to CHARMARLINE WEALTH MANAGEMENT LLC
      Apr 11, 2025 to May 21, 2025
    • Legal name · LANEVE FINANCIAL GUIDANCE LLC to CHARMARLINE WEALTH MANAGEMENT LLC
      Apr 11, 2025 to May 21, 2025
    • Succession · false to true
      Apr 11, 2025 to May 21, 2025
    Signals
    2 dated events
    • Charmarline Wealth Management Llc no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $111.9M)
      Dec 20, 2025 · Left the SEC roster · derived
    • Charmarline Wealth Management Llc reported succeeding to the business of Laneve Financial Guidance Llc (Form ADV Item 4)
      May 21, 2025 · Succession (Item 4) · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 15, 2026