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 independently owned registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients and institutional investors, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Challenger operates as a capital allocator and charges clients through a mix of percentage-of-AUM fees as well as hourly, fixed, and other fee arrangements. The firm does not identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$122M in ETFs
2%
$2.1M
98%
$120M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $23M | 471,720 | 18.91% |
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
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