SEC Form ADV · CIK 2057602

CHALLENGER WEALTH MANAGEMENT

Registered Investment AdviserCA
$275.5M
Assets Under Management
563
Total Clients
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Registration Details

CIK
2057602
Accession
CRD-121498
Location
ALISO VIEJO, CA
Filing Date
March 10, 2026
AUM
$275.5M
Total Clients
563
Amendment
No

About this Adviser

CHALLENGER WEALTH MANAGEMENT is a registered investment adviser headquartered in ALISO VIEJO, CA, managing approximately $275.5M in assets across 563 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.