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HOLDER WEALTH MANAGEMENT

HOLDER WEALTH MANAGEMENT, INC.

CRD 170086 · SEC 801-112398

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2504 GALEN DRIVE, SUITE 105, CHAMPAIGN, IL, 61821, United States

Phone

217-398-4015

Fax

217-398-4014

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$284.0M

Discretionary AUM

$284.0M

Team

3 total employees; 3 advisory reps; 302 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals218$65.8M
High net worth individuals77$216.5M
Pension/profit sharing plans3$1.2M
Corporations/business entities4$449K

States served

CA, IL, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD