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VANTAGE WEALTH

PASADENA, CA · CRD 111324 · IAPD ↗ · vantagewealth.com · 626-844-7184

$683.8MRegulatory AUM
4Advisory reps
6Employees
2Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
May 2026 — VANTAGE WEALTH (PASADENA, CA) left the SEC roster (was $683.8M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
February 2025 — VANTAGE WEALTH reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
January 2025 — VANTAGE WEALTH changed its website from oshervandevoorde.com to vantagewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
January 2025 — OSHER VAN DE VOORDE INVESTMENT MANAGEMENT is now doing business as VANTAGE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2024 — OSHER VAN DE VOORDE INVESTMENT MANAGEMENT notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.