Fee-only adviser · Aliso Viejo, CA
Challenger Wealth Management
Challenger Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Aliso Viejo, California. On its latest Form ADV, filed March 10, 2026, it reports $276M in regulatory assets under management, 238 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 121498 · SEC file 801-130287 |
| Office | 6B Liberty #140 Aliso Viejo, CA 92656 |
| Phone | (949) 754-0464 |
| Website | www.challengerwealth.com |
| Regulatory assets under management | $276M |
| Individual clients | 149 non-high-net-worth, 89 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Aliso Viejo
- Claraphi Advisory Network, LLC $383M
- Eden Financial $26M
- JG Wealth Management, LLC $1.6M
- Anchor Capital $191M
- Asymmetric Advisors $940K
See all 6 fee-only advisers in Aliso Viejo →
Nearby
- Laguna Hills 7 firms
- Laguna Beach 6 firms
- Laguna Niguel 2 firms
- Mission Viejo 9 firms
- Lake Forest 4 firms
- Irvine 52 firms
- San Juan Capistrano 5 firms
- Dana Point 1 firm
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