# HOLDER WEALTH MANAGEMENT, INC.

HOLDER WEALTH MANAGEMENT, INC. of CHAMPAIGN, IL is an SEC-registered investment adviser.

## Registration

- CRD: 170086
- Type: SEC-registered investment adviser
- SEC file number: 801-112398
- Location: 2504 GALEN DRIVE, SUITE 105, CHAMPAIGN, IL, 61821
- Phone: 217-398-4015
- Latest filing: 2026-03-27
- Regulatory AUM: $284.0M
- Discretionary AUM: $284.0M
- Clients: 3
- Accounts: 302

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Eugene Holder | CHIEF EXECUTIVE OFFICER/CCO | — |
| Virginia Bartholow Holder | SHAREHOLDER | — |
| Charles Bartholow Holder | PRESIDENT | — |
| HOLDER DANIEL EUGENE | CHIEF EXECUTIVE OFFICER/CCO | — |
| HOLDER CHARLES BARTHOLOW | PRESIDENT; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170086/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170086/similar
- Related entities: https://search.stillhousedata.com/firm/170086/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170086

---

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.