Challenger Wealth Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

6B Liberty Ste 140, Aliso Viejo, Califor...

Phone Number

(949) 754-0464

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
1
1

About Challenger Wealth Management

Challenger Wealth Management is an SEC registered investment adviser that offers a range of financial services including investing, financial planning, retirement, estate planning, and insurance solutions. The firm is dedicated to serving clients with ethical investment strategies and personalized support, ensuring regular communication and comprehensive reviews. They collaborate with industry leaders and professionals to help clients achieve their financial goals while adapting to their changing needs. Their target clients include individuals seeking holistic financial guidance, particularly women investors.Explore more
Challenger Wealth Management's Social MediaPopular SearchesChallenger Wealth Management IncChallenger Wealth ManagementJo.mo Management Incchallengerwealth.comChallenger Management Firm IncSIC Code 62,628NAICS Code 52,523Show more

Challenger Wealth Management Org Chart

PhoneEmail
Nancy Challenger, President at Challenger Wealth Management
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Challenger Wealth Managem...

<$5M
11-50
Private
-
2002
$7.6M
11-50
Private
-
1995
RF
Rebecca FreemanVice President
<$5M
1-10
Private
-
2000
GR
Gregory RobinsonPresident & Investment Advisor & Representative
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2004
RC
Rebecca CummingsPartner, Director of Client Services
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
2017
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Challenger Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Challenger Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Challenger Wealth Management.

Challenger Wealth Management Tech Stack

A closer look at the technologies used by Challenger Wealth Management

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Frequently Asked Questions Regarding Challenger Wealth Management

What is Challenger Wealth Management's official website?
Challenger Wealth Management's official website is www.challengerwealth.com
What is Challenger Wealth Management's Revenue?
Challenger Wealth Management's revenue is <$5 Million
What is Challenger Wealth Management's SIC code?
Challenger Wealth Management's SIC: 62,628
What is Challenger Wealth Management's NAICS code?
Challenger Wealth Management's NAICS: 52,523
How many employees does Challenger Wealth Management have?
Challenger Wealth Management has 11-50 employees
What industry does Challenger Wealth Management belong to?
Challenger Wealth Management is in the industry of: Finance, Securities Trading
What is Challenger Wealth Management competition?
Challenger Wealth Management top competitors include: Estate Planning and Wealth Strategies, Serenity Financial Planning, Barbara J Bouchey Asset Management, Northeast Advisers
What technology does Challenger Wealth Management use?
Some of the popular technologies that Challenger Wealth Management uses are: Cloudflare CDN, Google Font API, Google Tag Manager, Amazon Web Hosting
How do I contact Challenger Wealth Management?
Challenger Wealth Management contact info: Phone number: (949) 754-0464 Website: www.challengerwealth.com
What does Challenger Wealth Management do?

Challenger Wealth Management is an SEC registered investment adviser that offers a range of financial services including investing, financial planning, retirement, estate planning, and insurance solutions. The firm is dedicated to serving clients with ethical investment strategies and personalized support, ensuring regular communication and compreh... ensive reviews. They collaborate with industry leaders and professionals to help clients achieve their financial goals while adapting to their changing needs. Their target clients include individuals seeking holistic financial guidance, particularly women investors.Read More

What are Challenger Wealth Management social media links?
Challenger Wealth Management Linkedin page
Is Challenger Wealth Management a public company?
Challenger Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Challenger Wealth Management

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