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CHALLENGER WEALTH MANAGEMENT

ALISO VIEJO, CA · CRD 121498 · IAPD ↗ · (949) 754-0464

$275.5MRegulatory AUM
1Advisory reps
3Employees
140Clients
0Planning clients
0Private funds
13States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2025 — CHALLENGER WEALTH MANAGEMENT reported RAUM up 46% ($177.3M -> $258.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — CHALLENGER WEALTH MANAGEMENT (ALISO VIEJO, CA) is newly SEC-registered with $177.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.