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-structured registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Challenger describes itself as a capital allocator, and its fee arrangements are flexible—covering percentage-of-AUM fees as well as hourly, fixed, and other fee models. The firm does not list active ESG investing among its practices.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 10Active vs passive
$107M in ETFs
2%
$2M
98%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $20.2M | 473,825 | 18.86% |
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
- 6B Liberty
- Time zone
- PT (UTC-8)
- Office locations
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