Holder Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Champaign, IL. Its latest Form ADV filing, dated March 27, 2026, reports $284M in regulatory assets under management, 3 employees, and 302 accounts.
Assets Under Management
$284M
Employees
3
Offices
--
Total Clients
302
Primary office
CHAMPAIGN, IL
2504 GALEN DRIVE, SUITE 105, CHAMPAIGN, IL, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.2% of total clients.
Top client categories% of clientsClients
1
Individuals
72.2%
218
2
HNWI
25.5%
77
3
Corporations
1.3%
4
4
Pension Plans
1.0%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of March 27, 2026
Discretionary100.0%
$284M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$284M
Total Accounts302
10Y AUM Change+$170M (+149.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee101:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.