Founder and wealth management advisor; CPA/PFS · Du Charme Wealth Management · New Berlin, Wisconsin
Robert V. Du Charme
Robert V. (Rob) Du Charme, CPA/PFS, New Berlin native and founder of Du Charme Wealth Management (New Berlin HQ plus St. George, UT). Not sons/relatives Branden or Michael DuCharme on the same firm roster.
Net worth
$2 million+
September 17, 2026
About
Robert V.
Du Charme is a New Berlin native who founded Du Charme Wealth Management and still advises from the firm’s New Berlin office. A CPA and Personal Financial Specialist with a Brigham Young University accounting degree, he built the practice after public-accounting work and a CFO role at a local manufacturer, emphasizing fiduciary planning for clients nationwide.
Firm materials describe roughly 25 years in the industry and multi-year Five Star Wealth Management recognition. The New Berlin office anchors a team that also operates in St. George, Utah. Du Charme has served on the New Berlin Chamber of Commerce board and remains active with AICPA and WICPA affiliations.
He lives in New Berlin with his wife, Heidi—public bios state a marriage of more than 35 years, adult children, and grandchildren—tying both residence and firm headquarters to the suburb more tightly than most principals selected for this city page.
Companies and affiliations
- Du Charme Wealth Management
Notable facts
Firm team page: Robert V. Du Charme, CPA/PFS, Wealth Management Advisor & Founder; New Berlin native living in New Berlin; BYU B.S. Accounting; multi-year Five Star Wealth Management Award; former New Berlin Chamber board member; publishes person-tied firm emails.
From the Founder letter: practice started in 2001; fiduciary-based advisors; New Berlin office.
Encompass More partner bio corroborates founder role, CPA/PFS, BYU degree, New Berlin residence, and chamber involvement.
What questions can this profile answer
- What makes Robert V. Du Charme notable?
- Robert V. Du Charme is a New Berlin native who founded Du Charme Wealth Management and still advises from the firm’s New Berlin office. A CPA and Personal Financial Specialist with a Brigham Young University accounting degree, he built the practice after public-accounting work and a CFO role at a local manufacturer,…
- What is Robert V. Du Charme's estimated net worth?
- Robert V. Du Charme's estimated net worth is $2 million+ as of 2026-09-17.