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Challenger Wealth Management

● SEC registered since 2024CRD 121498SEC# 801-130287Aliso Viejo, CA
Export (members)
Reg. AUM
$258.3M
Employees
2
Accounts
505
Location
Aliso Viejo, CA

Challenger Wealth Management assets under management

Challenger Wealth Management operates as an SEC-registered investment adviser based in Aliso Viejo, CA. The firm has been registered since 2024. It reports $258.3 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/nancy-challenger-32a2b614View on SEC.gov ↗

Challenger Wealth Management owners & executives

3 reported
NameTitleOwnershipSince
Donald Stewart ChallengerVice-PresidentUnder 5%2002
Francisco Javier CrisantoVice PresidentUnder 5%2024
Nancy Haines Challenger ControlPresident, CcoOver 75%2002

Frequently asked questions

How much does Challenger Wealth Management manage?

Challenger Wealth Management reports $258.3 million in regulatory assets under management on its Form ADV.

How many employees does Challenger Wealth Management have?

Challenger Wealth Management reports 2 employees.

Where is Challenger Wealth Management located?

Challenger Wealth Management is based in Aliso Viejo, CA and has been SEC-registered since 2024.

Does Challenger Wealth Management disclose fund performance?

Challenger Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6b Liberty, #140, Aliso Viejo, CA 92656
Phone(949) 754-0464
Fax(949) 754-0686
Office hours8:30a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2057602
Discloses disciplinary historyYes

Assets under management

Discretionary$258.3M
Non-discretionary$0
Total (RAUM)$258.3M