|
⚲
|
| Challenger Wealth Management
✚
| |
|---|---|
| CRD # | 121498 |
| SEC # | 801-130287 |
| CIK # | |
| AUM | $177.3 MM (2024-05-15) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 949-754-0464 |
| Address | 6B Liberty Aliso Viejo, CA 92656 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 38.8 |
| (b) Individuals (high net worth individuals) | 44 | 101.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 36.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 177.3 |
| By Discretionary | ||
| Discretionary | 317 | 175.8 |
| Non-Discretionary | 4 | 1.5 |
| Total | 321 | 177.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.3 | |
| Total | 321 | 177.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |
|
Secrest Blakey & Associates LLC
✚
|
NC | 0.2 |
|
Fairbank Investment Management Limited
✚
|
0.2 | |
|
Strategic Advisory Services LLC
✚
|
TN | 0.2 |
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |
|
Millares Asset Management LLC
✚
|
FL | 0.2 |
|
Pacific Wealth Strategies Group Inc
✚
|
CA | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
International Private Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Sacks & Associates LLC
✚
|
NJ | 0.2 |