# Holder Wealth Management

Holder Wealth Management is a Bank / Wealth / Trust based in Champaign, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Champaign, United States
- **Region:** North America
- **Address:** Champaign, IL, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** http://www.holderwealthmgt.com/
- **LinkedIn:** https://www.linkedin.com/company/holder-wealth-management-inc

## Regulatory record

- **CRD number:** 170086
- **SEC file number:** 801-112398
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170086

## About

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.

## 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.

## Related profiles

- [Holden & Partners](https://altss.com/profile/holden-partners)
- [Holderness Investments](https://altss.com/profile/holderness-investments)

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

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

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