Challenger Wealth Management
Firm details
- Headquarters
- Aliso Viejo, California
- CRD number
- 121498
- Registered since
- May 17, 2024
- Website
- challengerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI71.36%
- Individuals17.79%
- Charitable Organizations9.09%
- Corporations / Businesses1.76%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Challenger Wealth Management is an independent, corporation-form registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection/oversight of outside advisers. Fee arrangements include percentage-of-AUM billing as well as hourly, fixed, and other fee types. Challenger identifies as not actively pursuing ESG integration and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds38%
- US Government Bonds15%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
Contacts
3 of 3Francisco Crisanto
Executive AssistantCRD 6917941
Nancy Challenger
PresidentCRD 1377977
Donald Challenger
Vice PresidentCRD 4588084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$121M in ETFs
2%
$2.2M
98%
$119M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $23.1M | 468,498 | 19.01% |
Location
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 6 B Liberty
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Accelerate Retirement
RIAAliso Viejo, CA
Claraphi Advisory Network, LLC
RIAAliso Viejo, CA
Anchor Capital
RIAAliso Viejo, CA
SST Benefits Consulting
RIAAliso Viejo, CA
Preston Capital
RIAAliso Viejo, CA
Flexpath Strategies
RIAAliso Viejo, CA