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Holder Wealth Management

Also known as holder wealth

Wealth ManagerChampaign, United StatesFounded 2014
$203M
Assets Under Management
Champaign
Headquarters
Get Contact Details Website
Investment Focus

About Holder Wealth Management

Holder Wealth Management is a financial advisory firm located in Champaign Urbana Illinois that provides guidence to investment clients across the country

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$284.0M
Total Clients
302
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Holder Wealth Management?

Holder Wealth Management is a wealth manager based in Champaign, United States, managing approximately $203M in assets.

Where is Holder Wealth Management headquartered?

Holder Wealth Management is headquartered in Champaign, United States.

How much does Holder Wealth Management manage?

Holder Wealth Management manages approximately $203M in assets under management.

When was Holder Wealth Management founded?

Holder Wealth Management was founded in 2014.

How can I contact Holder Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Holder Wealth Management are available on LPbacked. Create a free account to access them.