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VANTAGE WEALTH MANAGEMENT, LLC

SAN MATEO, CA · CRD 152374 · IAPD ↗ · 650-638-9600

$1.12BRegulatory AUM
7Advisory reps
9Employees
64Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — VANTAGE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($897.4M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
67
April 2025 — VANTAGE WEALTH MANAGEMENT, LLC reported RAUM up 48% ($606.6M -> $897.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — VANTAGE WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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