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Challenger Wealth Management

Challenger Wealth Management. CRD 121498

Challenger Wealth Management logo

CRD: 121498

Challenger Wealth Management

Aliso Viejo, CA, 92656
9497540464
challengerwealth.com
$275.5M Total AUM
$275.5M Disc. AUM
-- 3Y CAGR
3 Employees
403 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
WaveFoundation
Established Date
12-01-2002
Office Locations
1

Office Locations

6B Liberty #140 Aliso Viejo CA

About Challenger Wealth Management

Challenger Wealth Management provides investing guidance alongside comprehensive financial planning, retirement planning, and insurance and estate-planning support. The team emphasizes ongoing communication and periodic reviews, and coordinates with a client’s CPA and attorney to align investment and planning decisions. Custody is through Charles Schwab, with portfolios reflecting meaningful use of ETFs and diversified fixed-income exposures.

Team overview

63 AVG AGE
$275.5M AVG AUM / ADVISOR
$683.7K AVG AUM / CLIENT
16.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Vertex Legacy

Investment Themes

Atlas Summit legacy

Investment Vehicles

Element foundation

Services

Horizon prime Radial oak Meridian catalyst Crest insight Element summit Focus ridge Fusion quantum Value insight

Technology

Glacier harbor Horizon

Owner & Executives

NANCY HAINES CHALLENGER

NANCY HAINES CHALLENGER

Chief Compliance Officer, President

CRD
#1377977
Ownership
75% or more
(585) 871-7948
signal.north@harborcapital.com
in linkedin.com/in/element-ridge
D

DONALD STEWART CHALLENGER

Vice President

CRD
--
Ownership
Less than 5%
(941) 900-3160
vital.element@pioneercapital.com
in linkedin.com/in/element-signal
M

Meridian frontier

Catalyst ember foundation

CRD
#99334
Ownership
45.2%
(287) 387-6507
harbor.radial@capitalcapital.com
in linkedin.com/in/matrix-meridian

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-29-2024
03-14-2025
03-10-2026
Category Assets AVG. Account size
Discretionary $275,547,380 $489,427
Non-Discretionary $0 --
Total $275,547,380 $489,427

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Separately Managed Accounts

Total SMA Asset: $275,547,380

$275.5M Total SMA
Equity - Exchange:
6.8%
Public Funds:
19.9%
U.S. Government/Agency:
21.5%
Municipal Bonds:
22.3%
Cash:
29.5%
Asset class Assets Assets %
Equity - Exchange $470,975,544 6.8%
Public Funds $1,378,296,077 19.9%
U.S. Government/Agency $1,489,113,852 21.5%
Municipal Bonds $1,544,522,740 22.3%
Cash $2,043,202,728 29.5%
Total $6,926,110,941 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
TIMBER WAVE VERTEX DELTA CAPITAL FUFBYBQJG LBCZ 5.51% $6,127,810
ATLAS PATHWAY VITAL EAGLE MERIDIAN PDNNAATBI CGVIO 9.15% $71,667,472
OPTIMA CATALYST ALPHA CREST UG0D381SH GJGO 1.57% $22,630,317
ATLAS LEGACY NORTH PATHWAY UNISON Q3UO8HZFK HRKDI 10.16% $43,520,861
OAK DELTA HARBOR OAK GLACIER 1SJCJ1HSE DRDEC 12.40% $56,730,092
BEACON MOMENTUM DELTA HORIZON 5ILB8M63A JWIC 8.07% $62,652,050
CREST FUSION EAGLE CAPITAL DPOEZ4Z50 VQNYQ 8.95% $43,304,139
HARBOR BRIDGE SUMMIT FOUNDATION QUANTUM 4EDM8RUKD DAH 7.12% $16,041,302

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