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VANCE WEALTH
VANCE WEALTH, LLC
CRD 310162 · SEC 801-119423
26491 SUMMIT CIRCLE, SANTA CLARITA, CA, 91350, United States
Phone
888-775-0950
Fax
(661) 775-0956
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$893.6M
Discretionary AUM
$784.8M
Team
22 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $119.7M |
| High net worth individuals | 185 | $637.4M |
| Pension/profit sharing plans | 48 | $135.3M |
States served
AZ, CA, CO, ID, NE, NV, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD