Shareholder · Holder Wealth Management
Virginia B. Holder
CRD 6468482 · Named on Form ADV at one SEC-registered adviser
At a glance
Holder Wealth Management, an SEC-registered wealth manager based in Champaign, IL with $284 million in regulatory assets, lists Virginia B. Holder on its Form ADV as Shareholder, a control person.
Firms and roles
- Holder Wealth ManagementShareholderWealth manager · Champaign, IL · $284M in regulatory assets
AtlasMembers
Virginia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Daniel E. HolderChief Executive Officer/cco, Holder Wealth Management
- Charles B. HolderPresident, Holder Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Virginia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.