HOLDER WEALTH MANAGEMENT, INC.
Doing business as HOLDER WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$283,971,000
Discretionary
$283,971,000
Non-discretionary
$0
Firm details
- CRD number
- 170086
- SEC file number
- 801-112398
- Main office
- CHAMPAIGN, IL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- http://www.holderwealthmgt.com/
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.