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Holder Wealth Management
Holder Wealth Management is an SEC-registered investment adviser in Champaign, IL, registered since 2018. The firm manages approximately $284 million in...
Holder Wealth Management
Holder Wealth Management is an SEC-registered investment adviser in Champaign, IL, registered since 2018. The firm manages approximately $284 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Champaign
Corporate office
Champaign, IL, United States
Frequently asked questions
Is Holder Wealth Management affiliated with a larger financial institution?
Public record does not show an affiliation with a national bank, broker-dealer network, or institutional asset manager. Holder Wealth Management operates as an independent advisory firm based in Champaign, Illinois, serving a local and regional client base. This independence allows it to avoid product-push incentives that can exist within larger financial conglomerates.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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