Du Charme Wealth Management
Du Charme Wealth Management is an independent fiduciary wealth management firm founded in 2001, serving individual investors and families nationwide from offices in Wisconsin and Utah with a team of 17 staff.
- Company typePrivate
- Founded2001
- HeadquartersNew Berlin, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Du Charme Wealth Management does
Du Charme Wealth Management is a privately held, fiduciary-based independent wealth management firm founded in 2001 by Robert V. Du Charme, CPA/PFS. Headquartered in New Berlin, Wisconsin, with a second office in St. George, Utah, the firm employs 17 staff including 15 wealth management advisors and operations personnel. The company serves individual investors and families nationwide through both in-person consultations and virtual engagements, anchored to a stated philosophy of serving clients across all wealth levels rather than exclusively high-net-worth households.
The firm delivers a unified suite of five integrated core services: Income Planning, Investment Advice and Management, Insurance Considerations, Estate & Legacy Planning, and Tax Planning. The underlying technology stack is built on third-party platforms — eMoney and RightCapital for financial planning, Charles Schwab for custodial account administration, and Asset Map for an online discovery questionnaire — with no proprietary technology or AI/ML capability disclosed. A distinguishing analytical approach is the use of Expected Tail Loss evaluation for active risk management, in place of conventional standard deviation or value-at-risk frameworks. The firm's regulatory advisory activities operate under Encompass More Asset Management LLC, a SEC-registered investment adviser.
Revenue is generated primarily through advisory management fees charged as a percentage of assets under management, supplemented by hourly rates, flat fees for specific projects, and disclosed insurance commissions. The go-to-market motion is relationship-based and sales-led, beginning with a self-guided discovery questionnaire and progressing through a five-step advisory process: understanding the client's situation, in-depth financial analysis, strategic recommendations, implementation of a personalized plan, and ongoing management with annual reviews at minimum. Marketing is driven by an educational content engine anchored to the Tall Oaks Podcast, blog articles, and active social media presence on Facebook, LinkedIn, Instagram, and YouTube.
Du Charme Wealth Management firmographics
Firmographics- Name
- Du Charme Wealth Management
- Legal name
- Du Charme Wealth Management
- Website
- https://ducharmewealth.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Du Charme Wealth Management is an independent fiduciary wealth management firm founded in 2001, serving individual investors and families nationwide from offices in Wisconsin and Utah with a team of 17 staff.
- Ownership category
- akta.pro rank
Du Charme Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Du Charme Wealth Management is headquartered
LocationHeadquarters
- HQ city
- New Berlin
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Du Charme Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Management Fees: Fee-based wealth management services charged as a percentage of assets under management, hourly rates, or flat fees for specific projects.
- Insurance Commissions: Commissions received for insurance policies facilitated for clients. The firm discloses this potential conflict of interest transparently and manages it through careful plan design.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory services with transparent pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Du Charme Wealth Management product offering
Product offeringCore offering
Du Charme Wealth Management is an independent, fiduciary-based wealth management firm that delivers personalized financial advisory services to individuals and families nationwide. Its core offerings cover income planning, investment advice and management, insurance considerations, estate and legacy planning, and tax planning, delivered from offices in New Berlin, WI and St. George, UT, plus virtual consultations. Services are supported by third-party platforms (eMoney, RightCapital, Charles Schwab) and the Tall Oaks Podcast for client education.
Product overview
Du Charme Wealth Management is a fiduciary-based independent wealth management firm offering a unified suite of advisory services. The core offerings include five integrated service areas: Income Planning (retirement accounts, Social Security, alternative income), Investment Advice and Management (active risk management, diversified portfolios), Insurance Considerations (life, disability, long-term care, liability), Estate & Legacy Planning (wealth transfer, charitable giving, special needs), and Tax Planning (proactive lifetime tax management). These services are supported by educational content through the Tall Oaks Podcast and a Tax Resources portal. The firm serves clients nationwide with offices in New Berlin, WI and St. George, UT, providing both in-office and virtual advisory services.
Differentiator
Problem solved
Functional benefit
Products and services
- Income Planning
Quantifiable outcome
- Five Star Wealth Manager recognition for Robert V. Du Charme and Eric Becker from 2013-2025
Companies that use Du Charme Wealth Management
Customer profileSegments1 record
Ideal customer profiles1 record
Du Charme Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Du Charme Wealth Management partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and supporting.
- Encompass More Asset Management LLCcoreRegistered investment adviser with the SEC that transacts business in states where properly registered. The firm provides the regulatory umbrella under which Du Charme Wealth Management operates and delivers advisory services.
- Charles SchwabcoreCustodial platform for client accounts. Clients access Charles Schwab through the client portal for account administration and investment management.
- eMoneysupportingFinancial planning platform used by clients for account access and financial planning tools.
- RightCapitalsupportingClient-facing financial planning platform used for retirement planning and financial planning services.
- CPAs, EAs, ESQs, and Tax PreparerscoreCollaborative relationships with clients' preferred tax professionals and attorneys. The firm works with chosen CPAs, EAs, ESQs, or tax preparers to design and implement integrated financial and tax strategies.
Scale indicators2 records
Recent moves1 record
Expansion highlights5 records
Du Charme Wealth Management competitors and assessment
Company assessmentDirect peers
- Buckingham Strategic Wealth: Fee-only RIA providing evidence-based financial planning and investment management with academic-research orientation. Closely comparable in fiduciary-only model and active risk-management narrative.
- Savant Wealth Management: Midwest-based RIA offering integrated financial planning, investment management, tax, and estate services with multiple offices. Comparable in size, geographic footprint, and service scope to Du Charme.
- Mariner Wealth Advisors: National RIA delivering integrated financial planning, investment management, tax, and estate services. Directly comparable in service breadth and fiduciary positioning, with a track record of consolidating smaller advisor teams into a national platform.
- Creative Planning: Large national RIA offering fiduciary wealth management across financial planning, investment management, tax, and estate planning. Comparable in service mix and fee-based model but operates at substantially greater scale, serving as a benchmark for boutique-to-national growth trajectories.
- Wealth Enhancement Group: Midwest-headquartered RIA that has grown aggressively through advisor team acquisitions. Operates with a similar fiduciary wealth-management offering and provides a comparable path for boutique RIAs considering scale via acquisition.
Broad incumbents
- Fisher Investments: Large global investment management firm serving HNW and institutional clients with active portfolio management. Comparable in active investment management positioning though focused more on discretionary portfolio management than holistic financial planning.
- Commonwealth Financial Network: Independent RIA and broker-dealer supporting affiliated advisors with planning tools, custody, and compliance. Comparable as a multi-advisor fiduciary platform though typically larger and partnership-oriented.
- Edelman Financial Engines: Large national RIA offering financial planning and investment management to mass-affluent and HNW households. Comparable in fiduciary model and goals-based planning narrative but with vastly greater scale and brand recognition.
- Carson Group: Large hybrid RIA and broker-dealer platform serving thousands of advisors nationwide. Comparable in service mix but operates as a broader ecosystem offering coaching, technology, and back-office support to affiliated firms.
- Mercer Advisors: National RIA delivering wealth management, tax, estate, and investment services with a focus on high-net-worth households. Comparable in fiduciary service set and active risk management approach but at significantly greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Du Charme Wealth Management social profiles
Digital presenceDu Charme Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Du Charme Wealth Management leadership team
Management profileNumber of profiles
Profiles20 records
Du Charme Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Du Charme Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Du Charme Wealth Management
What does Du Charme Wealth Management do?
Du Charme Wealth Management is an independent, fiduciary-based wealth management firm that delivers personalized financial advisory services to individuals and families nationwide. Its core offerings cover income planning, investment advice and management, insurance considerations, estate and legacy planning, and tax planning, delivered from offices in New Berlin, WI and St. George, UT, plus virtual consultations. Services are supported by third-party platforms (eMoney, RightCapital, Charles Schwab) and the Tall Oaks Podcast for client education.
Is Du Charme Wealth Management a public or private company?
Du Charme Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Du Charme Wealth Management founded?
Du Charme Wealth Management was founded in 2001. It employs 11 to 50 people.
Where is Du Charme Wealth Management based?
Du Charme Wealth Management is headquartered in New Berlin, United States, in the North America region.
How does Du Charme Wealth Management make money?
Two revenue lines are on record. Advisory Management Fees are the primary driver. The others are insurance Commissions.
Who are Du Charme Wealth Management's main competitors?
Direct peers on record are Buckingham Strategic Wealth, Savant Wealth Management, Mariner Wealth Advisors, Creative Planning and Wealth Enhancement Group. Broad incumbents are Fisher Investments, Commonwealth Financial Network, Edelman Financial Engines, Carson Group and Mercer Advisors.
Does Du Charme Wealth Management have an API?
No public API is recorded for Du Charme Wealth Management.
What industry is Du Charme Wealth Management in?
Du Charme Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.