Holder Wealth Management
Holder Wealth Management is an SEC-registered mass-market adviser in Champaign, IL with $284.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Holder Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170086, SEC 801-112398, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $284.0M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Champaign, IL
- Employees
- 3
- Clients
- 302
- CRD
- 170086
- Ownership
- HOLDER, DANIEL, EUGENE; HOLDER, VIRGINIA, BARTHOLOW; HOLDER, CHARLES, BARTHOLOW
How much AUM does Holder Wealth Management have?
Holder Wealth Management reported $284.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Holder Wealth Management?
Disclosed owners and executives of Holder Wealth Management include HOLDER, DANIEL, EUGENE, HOLDER, VIRGINIA, BARTHOLOW, HOLDER, CHARLES, BARTHOLOW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.