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⚲
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| Vantage Wealth Management LLC
✚
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|
|---|---|
| CRD # | 152374 |
| SEC # | 801-70921 |
| CIK # | 0001708097 |
| AUM | $546.0 MM (2023-03-29) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 650-638-9600 |
| Address | 66 Bovet Road San Mateo, CA 94402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 480 | 140.1 |
| (b) Individuals (high net worth individuals) | 227 | 402.7 |
| (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 | 4 | 3.2 |
| (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 | 1,568 | 546.0 |
| By Discretionary | ||
| Discretionary | 1,568 | 546.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,568 | 546.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 546.0 | |
| Total | 1,568 | 546.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| D | [0001708097] |
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|---|---|---|
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Catalyst Financial Partners LLC
✚
|
MA | 0.5 |
|
Riverpoint Wealth Management Holdings LLC
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|
IL | 0.5 |
|
Disciplined Investments LLC
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OK | 0.5 |
|
Harbor Advisors LLC
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FL | 0.5 |
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Heritage Wealth Management LLC
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AZ | 0.5 |
|
Recurrent Investment Advisors LLC
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TX | 0.5 |
|
Brown Miller Wealth Management LLC
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|
VA | 0.5 |
|
USA Financial Formulas Corporation
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|
MI | 0.5 |
|
Mps-Loria Financial Planners LLC
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|
IL | 0.5 |
|
Founders Capital Management LLC
✚
|
CT | 0.5 |