Charles Bartholow Holder
Investment adviser representative at Holder Wealth Management
15 yearsExperience
2 statesRegistered in
$284MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- University of Illinois At Urbana-champaignAug 2017 to now
- Holder Wealth ManagementSep 2014 to now
- Daniel E. Holder & Associates, Inc.May 2011 to now
- Parkland CollegeAug 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Holder Wealth Management
Legal name: Holder Wealth Management, Inc.
$284MAssets managed
302Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6399759
- Firm CRD
- 170086