H
CRD: 170086
Holder Wealth Management
Champaign, IL, 61821
2173984015
$284.0M Total AUM
$284.0M Disc. AUM
14.6% 3Y CAGR
3 Employees
604 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-16-2014
- Office Locations
- 1
Office Locations
2504 Galen Drive Suite 105 Champaign IL
About Holder Wealth Management
Holder Wealth Management is a Champaign-based RIA. The firm has been operating for 11 years. Managing $284.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
50 AVG AGE
$94.7M AVG AUM / ADVISOR
$470.2K AVG AUM / CLIENT
10 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
North timber Atlas
Investment Themes
Wave matrix Timber fusion Pioneer
Investment Vehicles
Delta
Services
Atlas Summit Meridian Unison alpha Timber Element unison Oak delta Atlas
Owner & Executives
V
VIRGINIA BARTHOLOW HOLDER
President
- CRD
- --
- Ownership
- 75% or more
(870) 419-4196
horizon.unison@northcapital.com
in linkedin.com/in/ridge-quantum
C
CHARLES BARTHOLOW HOLDER
President
- CRD
- #6399759
- Ownership
- Less than 5%
(979) 485-3333
legacy.atlas@focuscapital.com
in linkedin.com/in/foundation-momentum
B
Bridge frontier
Vertex north insight
- CRD
- #32261
- Ownership
- 22.5%
(590) 962-1277
focus.peak@pioneercapital.com
in linkedin.com/in/unison-meridian
Showing 2 of 3 owners & executives
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R
RYAN RUMEL BRADLEY
Partner
- CRD
- #5658941
(323) 955-4118
summit.timber@oakcapital.com
in linkedin.com/in/optima-capital
G
Geovanny A. Vega-Zamora
--
- CRD
- #6584020
(923) 815-2440
matrix.bridge@bridgecapital.com
in linkedin.com/in/capital-timber
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,971,000 | $940,301 |
| Non-Discretionary | $0 | -- |
| Total | $283,971,000 | $940,301 |
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Separately Managed Accounts
Total SMA Asset: $283,971,000
Equity - Exchange:
76.2% Cash:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,094,797,267 | 76.2% |
| Cash | $966,616,469 | 23.8% |
| Total | $4,061,413,736 | 100.0% |