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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...
Overview
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. HOLDER WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-27, it reported 3 employees; 302 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
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. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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