LP Profile

Challenger Wealth Management

Also known as challenger wealth

Wealth ManagerAliso Viejo, United StatesFounded 2002
$39M
Assets Under Management
Aliso Viejo
Headquarters
Investment Focus

About Challenger Wealth Management

Challenger Wealth Management is a wealth manager based in Aliso Viejo, US. Founded in 2002. Reported AUM: 39 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Challenger Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$275.5M
Total Clients
563
Filing Date
March 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Challenger Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Challenger Wealth Management?

Challenger Wealth Management is a wealth manager based in Aliso Viejo, United States, managing approximately $39M in assets.

Where is Challenger Wealth Management headquartered?

Challenger Wealth Management is headquartered in Aliso Viejo, United States.

How much does Challenger Wealth Management manage?

Challenger Wealth Management manages approximately $39M in assets under management.

When was Challenger Wealth Management founded?

Challenger Wealth Management was founded in 2002.

How can I contact Challenger Wealth Management?

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