# CHALLENGER WEALTH MANAGEMENT

CHALLENGER WEALTH MANAGEMENT of ALISO VIEJO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 121498
- Type: SEC-registered investment adviser
- SEC file number: 801-130287
- Location: 6B LIBERTY, #140, ALISO VIEJO, CA, 92656
- Phone: (949) 754-0464
- Latest filing: 2026-03-10
- Regulatory AUM: $275.5M
- Discretionary AUM: $275.5M
- Clients: 3
- Accounts: 563

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Nancy Haines Challenger | PRESIDENT, CCO | — |
| Donald Stewart Challenger | VICE-PRESIDENT | — |
| Francisco Javier Crisanto | VICE PRESIDENT | — |
| CHALLENGER NANCY HAINES | PRESIDENT, CCO | — |
| CHALLENGER DONALD STEWART | VICE-PRESIDENT | — |
| CRISANTO FRANCISCO JAVIER | VICE PRESIDENT | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-05-29 | regulatory | ON JANUARY 8, 2020, RESPONDENT APPLIED FOR REGISTRATION WITH THE SECURITIES COMMISSIONER AS AN INVESTMENT ADVISER. FROM FEBRUARY 2019 THROUGH MARCH 2020, RESPONDENT VIOLATED SECTION 12.B OF THE TEXAS SECURITIES ACT BY RENDERING SERVICES AS AN INVESTMENT ADVISER IN TEXAS AT A TIME WHEN RESPONDENT WAS… | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121498/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121498/similar
- Related entities: https://search.stillhousedata.com/firm/121498/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121498

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.