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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 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 |
|---|---|---|---|---|
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, CHARLES, BARTHOLOW | I | PRESIDENT | NA | |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, DANIEL, EUGENE | I | CHIEF EXECUTIVE OFFICER/CCO | NA | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
| HOLDER, VIRGINIA, BARTHOLOW | I | SHAREHOLDER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (5)
CA FL IL TN TX
Address
2504 GALEN DRIVESUITE 105
CHAMPAIGN, IL 61821
United States
Phone: 217-398-4015