SEC Form ADV

VANTAGE WEALTH PLANNING

Registered Investment AdviserNV
$264.7M
Assets Under Management
829
Total Clients
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Registration Details

Accession
CRD-173929
Location
RENO, NV
Filing Date
March 11, 2026
AUM
$264.7M
Total Clients
829
Amendment
No

About this Adviser

VANTAGE WEALTH PLANNING is a registered investment adviser headquartered in RENO, NV, managing approximately $264.7M in assets across 829 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.