VANCE WEALTH, LLC
Doing business as VANCE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$893,563,375
Discretionary
$784,823,244
Non-discretionary
$108,740,131
Firm details
- CRD number
- 310162
- SEC file number
- 801-119423
- Main office
- SANTA CLARITA, CA, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.