Overview
Assets Under Management: $177 million
Headquarters: ALISO VIEJO, CA
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Frequently Asked Questions
CHALLENGER WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121498), CHALLENGER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CHALLENGER WEALTH MANAGEMENT is headquartered in ALISO VIEJO, CA.
CHALLENGER WEALTH MANAGEMENT serves 58 high-net-worth clients according to their SEC filing dated October 29, 2024. View client details ↓
According to their SEC Form ADV, CHALLENGER WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CHALLENGER WEALTH MANAGEMENT manages $177 million in client assets according to their SEC filing dated October 29, 2024.
According to their SEC Form ADV, CHALLENGER WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 321
Discretionary Accounts: 317
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 121498
Last Filing Date: 2024-10-29 00:00:00
Website: https://challengerwealth.com