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Challenger Wealth Management

Headquartered in ALISO VIEJO, CA

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Firm Information

Challenger Wealth Management is an investment advisor based in Aliso Viejo, California. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth individuals. As of the last reporting period, the firm managed approximately $177 million in assets for 321 accounts.

Challenger Wealth Management

6B LIBERTY

ALISO VIEJO, CA 92656

$177.27M

Assets Under Management

203

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage fee for assets with third party manager

Branch Locations (1)

CHALLENGER WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

ALISO VIEJO, CA

Advisors at Challenger Wealth Management

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Nancy Haines Challenger

RA

ALISO VIEJO, CA

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Disclosures

There are no public disclosures for Challenger Wealth Management.

Frequently Asked Questions (9)

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