The CHALLENGER WEALTH MANAGEMENT is a privately held investment adviser that advises $275.55mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. CHALLENGER WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 125.21% over the last 5-years.
The Group has been registered with the SEC for 2.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6B LIBERTY #140, ALISO VIEJO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 1 investment and 2 non-investment staff. The total number of Employees decreased by 40% over the last 5-years.
Their $275.55mn in assets advised are owned by 0 private funds, 6 public funds and BDCs and 25 other accounts. Assets of High Net Worth Individuals clients own $196.62mn or 71.36% of Total Assets and Individuals own $49.02mn or 17.79% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing nan% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CHALLENGER WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.