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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHALLENGER, DONALD, STEWART | I | VICE-PRESIDENT | NA | |
| CHALLENGER, DONALD, STEWART | I | VICE-PRESIDENT | NA | |
| CHALLENGER, DONALD, STEWART | I | VICE-PRESIDENT | NA | |
| CHALLENGER, DONALD, STEWART | I | VICE-PRESIDENT | NA | |
| CRISANTO, FRANCISCO, JAVIER | I | VICE PRESIDENT | NA | |
| CRISANTO, FRANCISCO, JAVIER | I | VICE PRESIDENT | NA | |
| CRISANTO, FRANCISCO, JAVIER | I | VICE PRESIDENT | NA | |
| CRISANTO, FRANCISCO, JAVIER | I | VICE PRESIDENT | NA | |
| CHALLENGER, NANCY, HAINES | I | PRESIDENT, CCO | E | Control |
| CHALLENGER, NANCY, HAINES | I | PRESIDENT, CCO | E | Control |
| CHALLENGER, NANCY, HAINES | I | PRESIDENT, CCO | E | Control |
| CHALLENGER, NANCY, HAINES | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (13)
AZ CA CO FL ID IL MI MO NC NY OR TX WA
Address
6B LIBERTY#140
ALISO VIEJO, CA 92656
United States
Phone: (949) 754-0464