CHALLENGER WEALTH MANAGEMENT
CRD #121498 SEC #801-130287 ALISO VIEJO, CA (949) 754-0464
SEC Registered
Total AUM
$258.3M
Discretionary
$258.3M
Employees
2
Clients
0
Accounts
505
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $258.3M | $258.3M | $0 | 2 | 203 |
| Oct 2024 | $177.3M | $175.8M | $1.5M | 3 | 203 |
| May 2024 | $177.3M | $175.8M | $1.5M | 3 | 203 |
| Apr 2024 | $177.3M | $175.8M | $1.5M | 3 | 203 |
DateMar 2025
Total AUM$258.3M
Discretionary$258.3M
Non-Disc.$0
Employees2
Clients203
DateOct 2024
Total AUM$177.3M
Discretionary$175.8M
Non-Disc.$1.5M
Employees3
Clients203
DateMay 2024
Total AUM$177.3M
Discretionary$175.8M
Non-Disc.$1.5M
Employees3
Clients203
DateApr 2024
Total AUM$177.3M
Discretionary$175.8M
Non-Disc.$1.5M
Employees3
Clients203