Holder Wealth Management, Inc.
● SEC registered since 2018CRD 170086SEC# 801-112398Champaign, IL
Reg. AUM
$284M
Employees
3
Accounts
302
Location
Champaign, IL
Holder Wealth Management, Inc. assets under management
Holder Wealth Management, Inc. operates as an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 2018. It reports $284 million in regulatory assets under management and employs 3 people.
Holder Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Bartholow Holder | President | Under 5% | 2015 |
| Daniel Eugene Holder Control | Chief Executive Officer/Cco | Under 5% | 2014 |
| Virginia Bartholow Holder Control | Shareholder | Over 75% | 2015 |
Frequently asked questions
How much does Holder Wealth Management, Inc. manage?
Holder Wealth Management, Inc. reports $284 million in regulatory assets under management on its Form ADV.
How many employees does Holder Wealth Management, Inc. have?
Holder Wealth Management, Inc. reports 3 employees.
Where is Holder Wealth Management, Inc. located?
Holder Wealth Management, Inc. is based in Champaign, IL and has been SEC-registered since 2018.
Does Holder Wealth Management, Inc. disclose fund performance?
Holder Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2504 Galen Drive, Suite 105, Champaign, IL 61821 |
| Phone | 217-398-4015 |
| Fax | 217-398-4014 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$284M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$284Mregulatory AUM
Discretionary $284M