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CHALLENGER WEALTH MANAGEMENT
CRD 121498 · SEC 801-130287
6B LIBERTY, #140, ALISO VIEJO, CA, 92656, United States
Phone
(949) 754-0464
Fax
(949) 754-0686
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.5M
Discretionary AUM
$275.5M
Team
3 total employees; 1 advisory reps; 140 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE FEE FOR ASSETS WITH THIRD PARTY MANAGER
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $49.0M |
| High net worth individuals | 89 | $196.6M |
| Charitable organizations | 21 | $25.0M |
| Corporations/business entities | 4 | $4.9M |
States served
AZ, CA, CO, ID, IL, MI, NY, NC, OR, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD