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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Challenger Wealth Management
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|---|---|
| CRD # | 121498 |
| SEC # | 801-130287 |
| CIK # | 0002057602 |
| AUM | $258.3 M (2025-03-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 949-754-0464 |
| Address | 6B Liberty Aliso Viejo, CA 92656 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ares Capital Corp | 5.5 | ||
| Apple Inc | 4.8 | ||
| Microsoft Corp | 4.7 | ||
| Tesla Motors Inc | 4.5 | ||
| Amazon Com Inc | 4.1 | ||
| Nvidia Corp | 3.8 | ||
| Exxon Mobil Corp | 3.4 | ||
| Chevron Corp | 3.1 | ||
| Costco Wholesale Corp /NEW | 2.7 | ||
| VISA Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 61.3 |
| (b) Individuals (high net worth individuals) | 58 | 148.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 21 | 45.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 505 | 258.3 |
| By Discretionary | ||
| Discretionary | 505 | 258.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 505 | 258.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.3 | |
| Total | 505 | 258.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002057602] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Next Level Wealth Planning LLC
✚
|
ID | 0.3 |
|
Madden Advisory Services Inc
✚
|
FL | 0.3 |
|
Resolute Wealth Advisor Inc
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|
OH | 0.3 |
|
Silvia McColl Wealth Management LLC
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|
CA | 0.3 |
|
Finivi Inc
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|
MA | 0.3 |
|
Shared Vision Wealth Group LLC
✚
|
0.3 | |
|
Sherwood Financial Partners LLC
✚
|
CA | 0.3 |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 0.3 |
|
Bluestone Wealth Management LLC
✚
|
NH | 0.3 |
|
Blueprint Partners LLC
✚
|
MI | 0.3 |