Vance Wealth, LLC
● SEC registered since 2020CRD 310162SEC# 801-119423Santa Clarita, CA
Reg. AUM
$893.6M
Employees
22
Accounts
1,568
Location
Santa Clarita, CA
Vance Wealth, LLC assets under management
Vance Wealth, LLC operates as an SEC-registered investment adviser based in Santa Clarita, CA. The firm has been registered since 2020. It reports $893.6 million in regulatory assets under management and employs 22 people.
Vance Wealth, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Robert Pelch Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2021 |
| J Family Holdings, LLC Control | Holding Company | 5-10% | 2026 |
| John Michael Vance Control | President | Under 5% | 2020 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vance Wealth, LLC manage?
Vance Wealth, LLC reports $893.6 million in regulatory assets under management on its Form ADV.
How many employees does Vance Wealth, LLC have?
Vance Wealth, LLC reports 22 employees.
Where is Vance Wealth, LLC located?
Vance Wealth, LLC is based in Santa Clarita, CA and has been SEC-registered since 2020.
Does Vance Wealth, LLC disclose fund performance?
Vance Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 26491 Summit Circle, Santa Clarita, CA 91350 |
| Phone | 888-775-0950 |
| Fax | (661) 775-0956 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1910854 |
| Discloses disciplinary history | No |
Regulatory AUM
$893.6M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$893.6Mregulatory AUM
Discretionary $784.8MNon-discretionary $108.7M