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Vantage Wealth

CRD 111324SEC# 801-49690Pasadena, CA
Export (members)
No longer SEC-registered. Vantage Wealth appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$683.8M
Employees
6
Accounts
489
Location
Pasadena, CA

Vantage Wealth assets under management

Vantage Wealth is an SEC-registered investment adviser based in Pasadena, CA. It reports $683.8 million in regulatory assets under management and employs 6 people.

Vantage Wealth owners & executives

1 reported
NameTitleOwnershipSince
James Michael Vandevoorde ControlPresident And Chief Compliance OfficerOver 75%1993

Frequently asked questions

How much does Vantage Wealth manage?

Vantage Wealth reports $683.8 million in regulatory assets under management on its Form ADV.

How many employees does Vantage Wealth have?

Vantage Wealth reports 6 employees.

Where is Vantage Wealth located?

Vantage Wealth is based in Pasadena, CA.

Does Vantage Wealth disclose fund performance?

Vantage Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 North Raymond Avenue, Suite 309, Pasadena, CA 91103
Office hours8:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$683.8M
Non-discretionary$0
Total (RAUM)$683.8M