SEC Form ADV

VANTAGE WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$1.1B
Assets Under Management
1,888
Total Clients
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Registration Details

Accession
CRD-152374
Location
SAN MATEO, CA
Filing Date
March 13, 2026
AUM
$1.1B
Total Clients
1,888
Amendment
No

About this Adviser

VANTAGE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SAN MATEO, CA, managing approximately $1.1B in assets across 1,888 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.