Challenger Wealth Management
● SEC registered since 2024CRD 121498SEC# 801-130287Aliso Viejo, CA
Reg. AUM
$275.5M
Employees
3
Accounts
563
Location
Aliso Viejo, CA
Challenger Wealth Management assets under management
Challenger Wealth Management operates as an SEC-registered investment adviser based in Aliso Viejo, CA. The firm has been registered since 2024. It reports $275.5 million in regulatory assets under management and employs 3 people.
Challenger Wealth Management owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Stewart Challenger | Vice-President | Under 5% | 2002 |
| Francisco Javier Crisanto | Vice President | Under 5% | 2024 |
| Nancy Haines Challenger Control | President, Cco | Over 75% | 2002 |
Frequently asked questions
How much does Challenger Wealth Management manage?
Challenger Wealth Management reports $275.5 million in regulatory assets under management on its Form ADV.
How many employees does Challenger Wealth Management have?
Challenger Wealth Management reports 3 employees.
Where is Challenger Wealth Management located?
Challenger Wealth Management is based in Aliso Viejo, CA and has been SEC-registered since 2024.
Does Challenger Wealth Management disclose fund performance?
Challenger Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6b Liberty, #140, Aliso Viejo, CA 92656 |
| Phone | (949) 754-0464 |
| Fax | (949) 754-0686 |
| Office hours | 7:30a.m.-4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2057602 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$275.5M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$275.5Mregulatory AUM
Discretionary $275.5M