| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Robert Pelch Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2021 |
| John Michael Vance Control | President | Under 5% | 2020 |
| Vance Wealth Inc. Control | Owner | Over 75% | 2025 |
Vance Wealth, Inc. reports $736.1 million in regulatory assets under management on its Form ADV.
Vance Wealth, Inc. reports 19 employees.
Vance Wealth, Inc. is based in Santa Clarita, CA and has been SEC-registered since 2020.
Vance Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 26491 Summit Circle, Santa Clarita, CA 91350 |
| Phone | 888-775-0950 |
| Fax | (661) 775-0956 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1910854 |
| Discloses disciplinary history | No |
| Discretionary | $647.9M |
| Non-discretionary | $88.2M |
| Total (RAUM) | $736.1M |