|
⚲
|
| Vantage Wealth Management LLC
✚
| |
|---|---|
| CRD # | 152374 |
| SEC # | 801-70921 |
| CIK # | 0001708097 |
| AUM | $606.6 MM (2024-03-21) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 650-638-9600 |
| Address | 66 Bovet Road San Mateo, CA 94402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 406 | 406.8 |
| (b) Individuals (high net worth individuals) | 144 | 195.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,470 | 606.6 |
| By Discretionary | ||
| Discretionary | 1,470 | 606.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,470 | 606.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 606.6 | |
| Total | 1,470 | 606.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001708097] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Morling Financial Advisors LLC
✚
|
CA | 0.6 |
|
Seneca Financial Advisors LLC
✚
|
NY | 0.6 |
|
Kingfisher Capital LLC
✚
|
NC | 0.6 |
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.6 |
|
Albitz/Miloe and Associates Inc
✚
|
CA | 0.6 |
|
TAP Consulting LLC
✚
|
MO | 0.6 |
|
Liberty Capital Management Inc
✚
|
MI | 0.6 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.6 |
|
McNamara Financial Services Inc
✚
|
MA | 0.6 |
|
Seamount Financial Group Inc
✚
|
CO | 0.6 |