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CHALLENGER WEALTH MANAGEMENT
ALISO VIEJO, CA
(949) 754-0464
SEC #801-130287Total AUM
$275.5M
Employees
3Clients
263Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6B LIBERTY
#140
ALISO VIEJO
CA 92656
United States
#140
ALISO VIEJO
CA 92656
United States
Operating Hours
7:30AM-4:00PM
Monday - Friday
Monday - Friday
Phone
(949) 754-0464
Financials
Total AUM
$275.5M
Accounts
563Discretionary
$275.5M
Accounts
563Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
149AUM
$49M
HNW Individual Clients
89AUM
$196.6M
Charitable Organization Clients
21AUM
$25M
Corporation or Business Clients
4AUM
$4.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE FEE FOR ASSETS WITH THIRD PARTY MANAGER
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLIDILMIMONCNYORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.