Challenger Wealth Management
Challenger Wealth Management is an SEC-registered wealth manager in Aliso Viejo, CA with $275.5M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Challenger Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121498, SEC 801-130287, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $275.5M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Aliso Viejo, CA
- Employees
- 3
- Clients
- 263
- CRD
- 121498
- Ownership
- CHALLENGER, NANCY, HAINES; CHALLENGER, DONALD, STEWART; CRISANTO, FRANCISCO, JAVIER
How much AUM does Challenger Wealth Management have?
Challenger Wealth Management reported $275.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Challenger Wealth Management?
Disclosed owners and executives of Challenger Wealth Management include CHALLENGER, NANCY, HAINES, CHALLENGER, DONALD, STEWART, CRISANTO, FRANCISCO, JAVIER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.