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VANTAGE WEALTH MANAGEMENT LLC
CRD 179535
3300 NE 188TH STREET, UNIT 918, AVENTURA, FL, 33180, United States
Phone
917-647-9052
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$67.0M
Discretionary AUM
$67.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $52.5M |
| Corporations/business entities | 6 | $14.5M |
Official SEC filing: View on IAPD