Overview
Assets Under Management: $609 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 206
Average Client Assets: $3 million
Frequently Asked Questions
VANTAGE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111324), VANTAGE WEALTH is subject to fiduciary duty under federal law.
VANTAGE WEALTH is headquartered in PASADENA, CA.
VANTAGE WEALTH serves 206 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, VANTAGE WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
VANTAGE WEALTH manages $609 million in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, VANTAGE WEALTH serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 206
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 457
Discretionary Accounts: 457
Regulatory Filings
CRD Number: 111324
Last Filing Date: 2025-01-24 00:00:00
Website: https://vantagewealth.com