# Challenger Wealth Management

Challenger Wealth Management is a Bank / Wealth / Trust based in Aliso Viejo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Aliso Viejo, United States
- **Region:** North America
- **Address:** Aliso Viejo, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** challengerwealth.com
- **LinkedIn:** https://www.linkedin.com/company/challengerwealth

## Regulatory record

- **CRD number:** 121498
- **SEC file number:** 801-130287
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121498

## About

Challenger Wealth Management was founded in 2002. It functions as a California-based wealth manager serving high-net-worth individuals and charitable organizations. The firm provides investment advisory services that include financial planning, portfolio management, and insurance planning. It works with individuals, families, and organizations. No specific asset-class allocations or named holdings appear in available records. No information on team size, additional offices, or vehicles such as foundations is recorded. No operational events from the last 24 months are documented. The firm maintains a standard wealth-management structure with no disclosed hybrid vehicles or succession details.

## Questions

### Who runs investment decisions at Challenger Wealth Management?

No named principals or CIO appear in public records.

### Does Challenger Wealth Management participate in fund commitments or only direct deals?

Available information does not specify fund commitments or direct deal activity.

### What investment stages does Challenger Wealth Management typically target?

No stage focus is disclosed in the records.

## Related profiles

- [Challenger Life Company Limited](https://altss.com/profile/challenger-life-company-limited-clc)
- [Challenjers Venture](https://altss.com/profile/challenjers-venture)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/challenger-wealth-management

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