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| Vantage Wealth Management LLC
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| CRD # | 152374 |
| SEC # | 801-70921 |
| CIK # | 0001708097, 0001569174 |
| AUM | 1,123.0 M (2026-03-13) |
| 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 ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 26.7 | ||
| Corning Inc /NY | 23.3 | ||
| Tyco Electronics Ltd | 23.0 | ||
| J P Morgan Chase & Co | 22.5 | ||
| Apple Inc | 21.8 | ||
| Amazon Com Inc | 21.8 | ||
| Microsoft Corp | 21.7 | ||
| Visa Inc | 21.3 | ||
| Amgen Inc | 20.9 | ||
| Emerson Electric Co | 20.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 371 | 153.7 |
| (b) Individuals (high net worth individuals) | 264 | 962.3 |
| (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 | 4 | 7.1 |
| (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 | 1,888 | 1,123.0 |
| By Discretionary | ||
| Discretionary | 1,888 | 1,123.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,888 | 1,123.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 1,121.3 | |
| Total | 1,888 | 1,123.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001569174] | |
| D | [0001708097] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 64 (1 non-US) |
| Serves | Institutional, Retail |
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