| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandy Michele Martinez Navarro Control | Member | 10-25% | 2007 |
| David Val Fernelius Control | Managing Member | 10-25% | 2007 |
| John D Lee Control | Member | 10-25% | 2015 |
Vantage Wealth Management, LLC reports $897.4 million in regulatory assets under management on its Form ADV.
Vantage Wealth Management, LLC reports 9 employees.
Vantage Wealth Management, LLC is based in San Mateo, CA and has been SEC-registered since 2010.
Vantage Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 66 Bovet Road, Ste. 310, San Mateo, CA 94402 |
| Phone | 650-638-9600 |
| Fax | 650-638-9604 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $897.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $897.4M |