SEC Form ADV

HOLDER WEALTH MANAGEMENT

Registered Investment AdviserIL
$284.0M
Assets Under Management
302
Total Clients
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Registration Details

Accession
CRD-170086
Location
CHAMPAIGN, IL
Filing Date
March 27, 2026
AUM
$284.0M
Total Clients
302
Amendment
No

About this Adviser

HOLDER WEALTH MANAGEMENT is a registered investment adviser headquartered in CHAMPAIGN, IL, managing approximately $284.0M in assets across 302 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.