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.
SEC-registered adviser
Charmarline Wealth Management
Legal name Charmarline Wealth Management LLC
Latest filing Feb 5, 2026
First filing on the tape Jun 20, 2025 · 3 filings
SEC status approved since Apr 21, 2025
RAUM
$119M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$119M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$119M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$119M as of Feb 5, 2026
Jun 20, 2025$112M then
HNW client RAUM$83.2M as of Feb 5, 2026
Jun 20, 2025$74.2M then
State-registered IARs (5.B.3)1 as of Feb 5, 2026
Jun 20, 20251 then
Employees (5.A)1 as of Feb 5, 2026
Jun 20, 20251 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Feb 5, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $119MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 124derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $371,264derivedRAUM 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
- 0.5derived2 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
- financial planning, 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
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$83.2M70%
- Individuals$35.6M30%
- Individual clients
- 74reported
- HNW clients
- 50reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 320reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Geoffrey Collagan Sirhal | Cary, Nc | Sep 4, 2025 | 20 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Collagan Geoffrey Sirhal · Owner And Chief Compliance Officercontrolsince 04/2025 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Feb 5, 2026financial planning (Item 5.G.1): no on the filing of 2025-08-21, yes on the filing of 2026-02-05peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 293 to 320Aug 21, 2025 to Feb 5, 2026
- Advisory activities · 1 to 2Aug 21, 2025 to Feb 5, 2026
- HNW clients · 47 to 50Aug 21, 2025 to Feb 5, 2026
- Individual clients · 76 to 74Aug 21, 2025 to Feb 5, 2026
- Discretionary RAUM · $111M to $118MAug 21, 2025 to Feb 5, 2026
- HNW RAUM · $74.2M to $83.2MAug 21, 2025 to Feb 5, 2026
- Individual RAUM · $37.6M to $35.6MAug 21, 2025 to Feb 5, 2026
- Non-discretionary RAUM · $846,975 to $873,564Aug 21, 2025 to Feb 5, 2026
- RAUM · $112M to $119MAug 21, 2025 to Feb 5, 2026
- Financial planning clients · 0 to 0Jun 20, 2025 to Aug 21, 2025
- Other offices · 0 to 1Jun 20, 2025 to Aug 21, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- cmlwm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 434-455-3036reportedpublic record, Form ADV, Feb 5, 2026
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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $119Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026