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| Vantage Wealth
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| CRD # | 111324 |
| SEC # | 801-49690 |
| CIK # | 0001708097, 0001569174 |
| AUM | 683.8 M (2026-01-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 626-844-7184 |
| Address | 125 North Raymond Avenue Pasadena, CA 91103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001708097 0001569174 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Enbridge Inc | 20.1 | ||
| BlackRock Inc | 20.0 | ||
| Medtronic Holdings Ltd | 19.7 | ||
| FPL Group Inc | 19.4 | ||
| PepsiCo Inc | 18.8 | ||
| Chevron Corp | 18.6 | ||
| Air Products & Chemicals Inc /DE/ | 18.6 | ||
| Texas Instruments Inc | 18.6 | ||
| Honeywell International Inc | 18.5 | ||
| Canadian National Railway Co | 17.6 | ||
| Zoetis Inc | 16.4 | ||
| Nvidia Corp | 7.3 | ||
| Broadcom Inc | 2.7 | ||
| Alphabet Inc | 1.5 | ||
| Costco Wholesale Corp /NEW | 0.7 | ||
| TJX Companies Inc /DE/ | 0.6 | ||
| Avery Dennison Corporation | 0.3 | ||
| Arrowhead Research Corp | 0.2 | ||
| Capitol Acquisition Corp II | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 17.1 |
| (b) Individuals (high net worth individuals) | 188 | 623.9 |
| (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 | 10 | 10.7 |
| (h) Charitable organizations | 0 | 14.4 |
| (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 | 5 | 17.6 |
| (n) Other | 0 | 0.0 |
| Total | 489 | 683.8 |
| By Discretionary | ||
| Discretionary | 489 | 683.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 489 | 683.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 683.8 | |
| Total | 489 | 683.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001569174] | |
| D | [0001708097] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thayer Partners LLC
✚
|
685.7 M | |
|
Sandy Cove Advisors LLC
✚
|
MA | 684.9 M |
|
Providence Wealth Advisors LLC
✚
|
IL | 684.4 M |
|
Northern Financial Advisors Inc
✚
|
MI | 684.0 M |
|
Marietta Investment Partners LLC
✚
|
WI | 683.7 M |
|
High Note Wealth LLC
✚
|
MN | 683.5 M |
|
Argent Retirement Plan Advisors LLC
✚
|
LA | 683.1 M |
|
Phocas Financial Corporation
✚
|
CA | 682.7 M |
|
Broad Run Investment Management LLC
✚
|
VA | 681.8 M |
|
Sandbox Financial Partners LLC
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|
MD | 681.7 M |