Universe · entity

HOLDER WEALTH MANAGEMENT

RIA / family office (Form ADV) · CRD 170086
Form ADV profile

AUM: $284M

Location: CHAMPAIGN, IL

Disclosure: fee_only

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.