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Holder Wealth Management, Inc.

● SEC registered since 2018CRD 170086SEC# 801-112398Champaign, IL
Export (members)
Reg. AUM
$244.6M
Employees
3
Accounts
291
Location
Champaign, IL

Holder Wealth Management, Inc. assets under management

Holder Wealth Management, Inc. operates as an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 2018. It reports $244.6 million in regulatory assets under management and employs 3 people.
www.holderwealthmgt.comView on SEC.gov ↗

Holder Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Charles Bartholow HolderPresidentUnder 5%2015
Daniel Eugene Holder ControlChief Executive Officer/CcoUnder 5%2014
Virginia Bartholow Holder ControlShareholderOver 75%2015

Frequently asked questions

How much does Holder Wealth Management, Inc. manage?

Holder Wealth Management, Inc. reports $244.6 million in regulatory assets under management on its Form ADV.

How many employees does Holder Wealth Management, Inc. have?

Holder Wealth Management, Inc. reports 3 employees.

Where is Holder Wealth Management, Inc. located?

Holder Wealth Management, Inc. is based in Champaign, IL and has been SEC-registered since 2018.

Does Holder Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address2504 Galen Drive, Suite 105, Champaign, IL 61821
Phone217-398-4015
Fax217-398-4014
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$244.6M
Non-discretionary$0
Total (RAUM)$244.6M