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VANTAGE WEALTH PLANNING

RENO, NV · CRD 173929 · IAPD ↗ · vantagewealthplanning.com · 775-502-8484

$264.7MRegulatory AUM
3Advisory reps
4Employees
23Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — VANTAGE WEALTH PLANNING reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2026 — VANTAGE WEALTH PLANNING reported RAUM up 33% ($198.6M -> $264.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — VANTAGE WEALTH PLANNING reported RAUM up 26% ($134.9M -> $169.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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