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VANTAGE WEALTH MANAGEMENT, LLC
CRD 152374 · SEC 801-70921
66 BOVET ROAD, STE. 310, SAN MATEO, CA, 94402, United States
Phone
650-638-9600
Fax
650-638-9604
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$1.12B
Team
9 total employees; 7 advisory reps; 64 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 371 | $153.7M |
| High net worth individuals | 264 | $962.3M |
| Pension/profit sharing plans | 4 | $7.1M |
States served
CA, CO, LA, NV, NY, OR, WA, TX
All web addresses on file
- https://www.linkedin.com/in/obrientom/
- https://www.linkedin.com/in/paula-aquino-48903b30/
- HTTP://WWW.VANTAGEWEALTHMGMT.COM/
- https://www.linkedin.com/in/mitone-griffiths-b474751/
- https://www.linkedin.com/in/david-val-fernelius-cfp%C2%AE-a9a82810/
- https://www.linkedin.com/in/johndlee/
- https://www.linkedin.com/in/brandy-m-m-navarro-260a217/
- https://www.linkedin.com/in/bob-stafford-cfp%C2%AE-clu%C2%AE-92b9891/
Official SEC filing: View on IAPD