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| Challenger Wealth Management
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|---|---|
| CRD # | 121498 |
| SEC # | 801-130287 |
| CIK # | 0002057602 |
| AUM | 275.5 M (2026-03-10) |
| Employees | 3 (33% 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) | |
|---|---|---|---|
| Apple Inc | 5.2 | ||
| Tesla Motors Inc | 4.3 | ||
| Ares Capital Corp | 4.1 | ||
| Chevron Corp | 3.9 | ||
| Nvidia Corp | 3.7 | ||
| Amazon Com Inc | 3.6 | ||
| Microsoft Corp | 3.1 | ||
| Alphabet Inc | 2.8 | ||
| Costco Wholesale Corp /NEW | 2.4 | ||
| Broadcom Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 49.0 |
| (b) Individuals (high net worth individuals) | 89 | 196.6 |
| (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 | 25.0 |
| (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 | 4 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 275.5 |
| By Discretionary | ||
| Discretionary | 563 | 275.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 563 | 275.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.5 | |
| Total | 563 | 275.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057602] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 140 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Intrack Investment Management Inc
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Spectrum Strategic Capital Management LLC
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KAI Wealth LLC
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|
Michael Russo Ltd
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|
Roserock Wealth Management LLC
✚
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TX | 275.0 M |