Geoffrey Sirhal
CharMarLine Wealth Management · Lynchburg, Virginia
Geoffrey Sirhal is a fee-only financial advisor at CharMarLine Wealth Management in Lynchburg, Virginia. Geoffrey focuses on retirement planning, retirement with concentrated positions and tax planning. CharMarLine Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | CharMarLine Wealth Management |
|---|---|
| Based in | Lynchburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $118.8M across 320 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5123832 |
| Exams passed | Series 65 (2013) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cmlwm.com |
| Profile |
How Geoffrey's firm compares
- CharMarLine Wealth Management's average account is about $371,000, from its Form ADV (assets managed divided by 320 accounts).
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Questions about Geoffrey
Is Geoffrey Sirhal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and CharMarLine Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Geoffrey charge for financial advice?
Geoffrey's firm, CharMarLine Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Geoffrey Sirhal based?
Geoffrey Sirhal is based in Lynchburg, Virginia.
What does Geoffrey specialize in?
Geoffrey's specialties include retirement planning, retirement with concentrated positions and tax planning. Geoffrey works with executives and retirees.
Is Geoffrey Sirhal registered with the SEC?
Yes. Geoffrey Sirhal is registered as an investment adviser representative in NC (CRD 5123832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CharMarLine Wealth Management manage?
CharMarLine Wealth Management reports $118.8M across 320 accounts in assets under management.
How do I contact Geoffrey Sirhal?
Through Geoffrey's website, cmlwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CharMarLine Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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