Overview
Assets Under Management: $897 million
Headquarters: SAN MATEO, CA
High-Net-Worth Clients: 227
Average Client Assets: $3 million
Frequently Asked Questions
VANTAGE WEALTH MANAGEMENT, LLC 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 #152374), VANTAGE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VANTAGE WEALTH MANAGEMENT, LLC is headquartered in SAN MATEO, CA.
VANTAGE WEALTH MANAGEMENT, LLC serves 227 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, VANTAGE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
VANTAGE WEALTH MANAGEMENT, LLC manages $897 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, VANTAGE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,751
Discretionary Accounts: 1,751
Regulatory Filings
CRD Number: 152374
Filing ID: 1947708
Last Filing Date: 2025-03-26 09:33:00
Website: https://vwmgmt.com