Challenger Wealth Management

Business address
6 B Liberty Suite 140, Aliso Viejo, CA, 92656
Top securities (13F)
CGDV, CGGR, CGUS, AAPL, ARCC, TSLA, MSFT, CGBL, NVDA, AMZN, XOM, CVX, GOOGL, AVGO, COST, V, PG, ADP, DVY, and HD
State of incorporation
CA
Fiscal year end
31 December
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Challenger Wealth Management has filed 4 SEC EDGAR filings since 24 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-25401
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-25401
13F-HR Open Document Open Filing 16 May 2025 31 Mar 2025 028-25401
13F-HR Open Document Open Filing 24 Feb 2025 31 Dec 2024 028-25401