Overview
Assets Under Management: $265 million
Headquarters: RENO, NV
High-Net-Worth Clients: 99
Average Client Assets: $1.7 million
Frequently Asked Questions
VANTAGE WEALTH PLANNING 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 #173929), VANTAGE WEALTH PLANNING is subject to fiduciary duty under federal law.
VANTAGE WEALTH PLANNING is headquartered in RENO, NV.
VANTAGE WEALTH PLANNING serves 99 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, VANTAGE WEALTH PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
VANTAGE WEALTH PLANNING manages $265 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, VANTAGE WEALTH PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.09%
Average Client Assets: $1.7 million
Total Client Accounts: 829
Discretionary Accounts: 829
Regulatory Filings
CRD Number: 173929
Filing ID: 2070972
Last Filing Date: 2026-03-11 22:02:10