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VANTHEON

AUSTIN, TX · CRD 341821 · IAPD ↗ · vantheon.ai · 833.336.8632

$0Regulatory AUM
0Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
September 2026 — VANTHEON (AUSTIN, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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