Holder Wealth Management Inc

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Assets, Funds, Holdings

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Holder Wealth Management Inc
CRD #170086
SEC #801-112398
CIK #
AUM $220.8 MM (2024-03-29)
Employees 3 (100% Investors, 0% Brokers)
Phone217-398-4015
Address2504 Galen Drive
Champaign, IL 61821
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 220 65.7
(b) Individuals (high net worth individuals) 57 153.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.6
(n) Other 0 0.0
Total 283 220.8
By Discretionary
Discretionary 283 220.8
Non-Discretionary 0 0.0
Total 283 220.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 220.8
Total 283 220.8
Comparable Firms State AUM ($BB)
HD Money Inc
FL 0.2
First Financial Advisory Services Inc
RI 0.2
Washington Avenue Advisors LLC
MI 0.2
Open Window Financial Solutions Ltd
NV 0.2
Wealth Management Strategies Inc
PA 0.2
Krane Financial Solutions LLC
CA 0.2
Stonebridge Financial Planning Group LLC
FL 0.2
Vital Wealth Management LLC
IL 0.2
Monumental Financial Group Inc
MD 0.2
Nomad Fintech Inc
CA 0.2
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