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HOLDER WEALTH MANAGEMENT

CHAMPAIGN, IL · CRD 170086 · IAPD ↗ · holderwealthmgt.com · 217-398-4015

$284.0MRegulatory AUM
3Advisory reps
3Employees
302Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2025 — HOLDER WEALTH MANAGEMENT notice-filed in CA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2024 — HOLDER WEALTH MANAGEMENT notice-filed in FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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