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VANTAGE WEALTH MANAGEMENT LLC
CRD 324413
545 2ND STREET, SUITE D, CORVALLIS, OR, 97333, United States
Phone
541-714-5221
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.8M
Discretionary AUM
$54.8M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $25.7M |
| High net worth individuals | 19 | $30.0M |
| Pension/profit sharing plans | 5 | $7.1M |
All web addresses on file
Official SEC filing: View on IAPD