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| Happy Holidays!! thanks for using AUM13F!! |
| Vance Wealth Inc
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|---|---|
| CRD # | 310162 |
| SEC # | 801-119423 |
| CIK # | 0001910854 |
| AUM | $736.1 M (2025-02-26) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 888-775-0950 |
| Address | 26491 Summit Circle Santa Clarita, CA 91350 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 13.8 | ||
| Apple Inc | 7.9 | ||
| Nvidia Corp | 3.7 | ||
| Tesla Motors Inc | 3.3 | ||
| Amazon Com Inc | 3.2 | ||
| Johnson & Johnson | 3.0 | ||
| Facebook Inc | 2.6 | ||
| Microsoft Corp | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 103.8 |
| (b) Individuals (high net worth individuals) | 163 | 514.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 47 | 117.1 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,481 | 736.1 |
| By Discretionary | ||
| Discretionary | 1,435 | 647.9 |
| Non-Discretionary | 46 | 88.2 |
| Total | 1,481 | 736.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 736.1 | |
| Total | 1,481 | 736.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910854] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bridgewealth Advisory Group LLC
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|
CA | 0.7 |
|
BCG Securities Inc
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|
NJ | 0.7 |
|
Advanced Asset Management Advisors Inc
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|
OH | 0.7 |
|
Scott Capital Partners LLP
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|
0.7 | |
|
3Chopt Investment Partners LLC
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|
VA | 0.7 |
|
AF Advisors Inc
✚
|
CA | 0.7 |
|
American Money Management LLC
✚
|
CA | 0.7 |
|
Smith Thornton Advisors LLC
✚
|
AL | 0.7 |
|
Peddock Capital Advisors LLC
✚
|
MA | 0.7 |
|
SFAM LLC
✚
|
IL | 0.7 |