Challenger Wealth Management

EST. AUM
$275,547,380

CONTACTS

CLIENT ACCOUNTS
563

Firm Details

Metro area Los Angeles
CRD Number 121498
Website challengerwealth.com
Client types

Overview

Challenger Wealth Management is an independent, fee-only registered investment adviser (RIA) headquartered in Aliso Viejo, California. Founded in 2002 by Nancy H. Challenger, the firm operates under a strict fiduciary standard, ensuring that advice remains aligned exclusively with client objectives without conflict from product commissions. They provide comprehensive wealth management and financial life planning—encompassing retirement security, tax strategy collaboration, estate document reviews, and education funding—for families, high-net-worth individuals, and charitable organizations. Their core investment philosophy leans on building personalized, globally diversified portfolios utilizing institutional-grade mutual funds, individual equities, diverse fixed-income instruments, and low-cost ETFs tailored around individual risk targets.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Challenger Wealth Management

Platform Details

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