← Tributary

CHARMARLINE WEALTH MANAGEMENT LLC

LYNCHBURG, VA · CRD 152697 · IAPD ↗ · (434) 455-3036

$111.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — CHARMARLINE WEALTH MANAGEMENT LLC (LYNCHBURG, VA) left the SEC roster (was $111.9M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
40
June 2025 — CHARMARLINE WEALTH MANAGEMENT LLC filed an Item 4A succession naming LANEVE FINANCIAL GUIDANCE LLC (CRD 152697) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
55
June 2025 — LANEVE FINANCIAL GUIDANCE LLC is now doing business as CHARMARLINE WEALTH MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
April 2025 — LANEVE FINANCIAL GUIDANCE LLC (LYNCHBURG, VA) is newly SEC-registered with $111.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.