HOLDER WEALTH MANAGEMENT, INC.

HOLDER WEALTH MANAGEMENT, INC. of CHAMPAIGN, IL is an SEC-registered investment adviser (CRD 170086). Regulatory assets under management: $284.0M.

Registration

• CRD: 170086
• SEC file number: 801-112398
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 170086 on SEC IAPD (source of record)
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