VANTAGE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,123,017,456
Discretionary
$1,123,017,456
Non-discretionary
$0
Firm details
- CRD number
- 152374
- SEC file number
- 801-70921
- Main office
- SAN MATEO, CA, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.