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Owner and Chief Compliance Officer · Charmarline Wealth Management

Geoffrey C. Sirhal

CRD 5123832 · Named on Form ADV at one SEC-registered adviser

At a glance

Charmarline Wealth Management, an SEC-registered wealth manager based in Lynchburg, VA with $119 million in regulatory assets, lists Geoffrey C. Sirhal on its Form ADV as Owner and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Geoffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Geoffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.