Key facts
- VANTAGE WEALTH MANAGEMENT, LLC is a other based in SAN MATEO, CA.
- VANTAGE WEALTH MANAGEMENT, LLC reports $1.7M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 152374- Regulatory AUM
- $1.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 9
- Registered office
- SAN MATEO, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for VANTAGE WEALTH MANAGEMENT, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for VANTAGE WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is VANTAGE WEALTH MANAGEMENT, LLC's AUM?
- VANTAGE WEALTH MANAGEMENT, LLC manages approximately $1.7M in assets.