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HOLDER WEALTH MANAGEMENT
Legal name: HOLDER WEALTH MANAGEMENT, INC.
CRD 170086File 801-112398
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$284.0M
Below cohort median (national)
Discretionary AUM
$284.0M
Clients
302
302 accounts
Employees
3
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 6, 2018
- Principal office
- 2504 GALEN DRIVE, SUITE 105, CHAMPAIGN, IL, 61821
- Phone
- 217-398-4015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $284.0M
- Discretionary AUM
- $284.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 302
- Non-discretionary accounts
- 0
- Total accounts
- 302
- AUM per client
- $940K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $449K |
| High net worth individuals | 77 | $216.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 218 | $65.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.