SourcingSourcing

CHARMARLINE WEALTH MANAGEMENT LLC

B59
CRD 336719·SEC 801-133722·LYNCHBURG, VA
AUM
$118.8M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$356K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHARMARLINE WEALTH MANAGEMENT LLC
CRD
336719
SEC file #
801-133722
EIN
—
DBA names
Charmarline Wealth Management

Economics

AUM
$118.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$111.9M → $118.8M▲ +6%
Client mix
Individuals Other74
Individuals High Net Worth50

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
LYNCHBURG VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/05/2026
ADV-W filed at
—
Website
cmlwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIRHAL, GEOFFREY, COLLAGAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SIRHAL, GEOFFREY, COLLAGAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CMLWM.COM
Rdap Domain Creation Date
2025-02-05T21:08:54Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0803
Soi Zip Pct 200k Plus
0.01
Soi Zip Returns 200k Plus
110
Soi Zip Total AGI
470,713
Fdic Zip Total Deposits
14,694,542,000
Fdic Zip Branch Count
302
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Truist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Central Fidelity National BankLynchburg, VA
Central Fidelity National BankLynchburg, VA
Fdic Zip HHI
1226.97
Fdic Zip Top Bank Share Pct
24.32
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-05T21:08:54Z
Rdap Domain Last Changed
2025-09-18T21:21:00Z
Rdap Nameservers
Ns-cloud-a1.googledomains.comNs-cloud-a2.googledomains.comNs-cloud-a3.googledomains.comNs-cloud-a4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI57,712
Returns4,450
Stub 2
AGI124,452
Returns3,440
Stub 3
AGI88,550
Returns1,460
Soi Zip Total Business Income
13,516
Soi Zip Total Cap Gains
5,335
Soi Zip Total Dividends
3,095
Soi Zip Total Returns
10,960
Top Owner CRD
5123832
Trust Company Affiliate
No

People (1)

1
SIRHAL, GEOFFREY, COLLAGAN
IAR · Direct Owner · 87.5%
5123832