HOLDER WEALTH MANAGEMENT, INC.
Legal name: HOLDER WEALTH MANAGEMENT
CRD #170086 SEC #801-112398 CHAMPAIGN, IL 217-398-4015
SEC Registered
Total AUM
$244.6M
Discretionary
$244.6M
Employees
3
Clients
251
Accounts
291
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $244.6M | $244.6M | $0 | 3 | 291 |
| Mar 2024 | $220.8M | $220.8M | $0 | 3 | 283 |
| Mar 2023 | $190.7M | $190.7M | $0 | 3 | 0 |
| Jul 2022 | $202.6M | $202.6M | $0 | 3 | 0 |
| Mar 2022 | $202.6M | $202.6M | $0 | 3 | 0 |
| Apr 2021 | $163.2M | $163.2M | $0 | 3 | 0 |
| Nov 2020 | $141.4M | $141.4M | $0 | 3 | 0 |
| Feb 2020 | $141.4M | $141.4M | $0 | 3 | 0 |
| May 2019 | $129.4M | $129.4M | $0 | 3 | 0 |
| Jan 2018 | $113.8M | $113.8M | $0 | 3 | 350 |
DateMar 2025
Total AUM$244.6M
Discretionary$244.6M
Non-Disc.$0
Employees3
Clients291
DateMar 2024
Total AUM$220.8M
Discretionary$220.8M
Non-Disc.$0
Employees3
Clients283
DateMar 2023
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees3
Clients350