David Val Fernelius is listed as Managing Member at Vantage Wealth Management, LLC in San Mateo, CA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Vantage Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Val Fernelius work?
David Val Fernelius is listed as Managing Member at Vantage Wealth Management, LLC on SEC Form ADV.
How much of Vantage Wealth Management, LLC does David Val Fernelius own?
Form ADV reports a beneficial ownership band of 10-25%.