This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$276MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$276M

Private client RAUM

$246MderivedItem 5.D individuals plus high net worth individuals

Private client share

89%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$276Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

563

Individual clients

149

High net worth clients

89

Custody, client assets

$74.0M

SEC number

801-130287

CIK

2057602

CRD

121498

Filings on the tape

5

First filed

Apr 16, 2024

Latest filed

Mar 10, 2026

Organised

Corporation, CA

• Occurred

  Apr 16, 2024
  First Form ADV filing

  Challenger Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago
• Occurred

  Feb 16, 2023
  Advisor changed firm

  Luz Curiel left Challenger Wealth Management for Invst, Llc (registered 2023-04-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:43f4fcf5-a2bf-90ee-850f-831b9e9515a0

First observed

Apr 16, 2024

Last observed

Mar 10, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.