CHARTER WEALTH MANAGEMENT INC

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4+1 YoYRank #2728 of mapped providers

Assets under administration$60M0.0%Market share · rank #8007

Fees received$69,621Median $20,000/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

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