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| Vance Wealth LLC
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|---|---|
| CRD # | 310162 |
| SEC # | 801-119423 |
| CIK # | 0001910854 |
| AUM | $893.6 M (2026-05-07) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 888-775-0950 |
| Address | 26491 Summit Circle Santa Clarita, CA 91350 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 12.0 | ||
| Apple Inc | 11.2 | ||
| Johnson & Johnson | 4.8 | ||
| Nvidia Corp | 4.6 | ||
| Amazon Com Inc | 3.8 | ||
| Tesla Motors Inc | 3.6 | ||
| Franklin Templeton Digital Holdings Trust | 2.9 | ||
| Facebook Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 119.7 |
| (b) Individuals (high net worth individuals) | 185 | 637.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 48 | 135.3 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,568 | 893.6 |
| By Discretionary | ||
| Discretionary | 1,515 | 784.8 |
| Non-Discretionary | 53 | 108.7 |
| Total | 1,568 | 893.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 893.6 | |
| Total | 1,568 | 893.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910854] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SFAM LLC
✚
|
IL | 0.9 |
|
Key Client Fiduciary Advisors LLC
✚
|
NJ | 0.9 |
|
BCG Securities Inc
✚
|
NJ | 0.9 |
|
Atlantic Private Wealth LLC
✚
|
NC | 0.9 |
|
Compass Financial Management LLC
✚
|
FL | 0.9 |
|
Autopilot Advisers LLC
✚
|
NY | 0.9 |
|
Investment Partners Ltd
✚
|
OH | 0.9 |
|
Headinvest LLC
✚
|
ME | 0.9 |
|
Swisspartners Advisors AG
✚
|
0.9 | |
|
Southland Equity Partners LLC
✚
|
0.9 |