Charter Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Charter Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Raleigh, NC, US

Alternative Asset Classes

-

About

Chartered Wealth Management is a US-based wealth manager and registered investment adviser. The firm provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include asset management, financial planning, divorce planning, portfolio management services, and pension consulting services. The firm provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Charter Wealth Management - known decision makers (3)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Executive OfficerRaleigh, USGEN
PresidentRaleigh, USGEN
Investment AdvisorRaleigh, USGEN

Showing 3 of 3 known decision makers Charter Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.