Vantage Wealth Management, LLC
● SEC registered since 2010CRD 152374SEC# 801-70921San Mateo, CA
Reg. AUM
$1.12B
Employees
9
Accounts
1,888
Location
San Mateo, CA
Vantage Wealth Management, LLC assets under management
Vantage Wealth Management, LLC operates as an SEC-registered investment adviser based in San Mateo, CA. The firm has been registered since 2010. It reports $1.1 billion in regulatory assets under management and employs 9 people.
Vantage Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandy Michele Martinez Navarro Control | Member | 10-25% | 2007 |
| David Val Fernelius Control | Managing Member | 10-25% | 2007 |
| John D Lee Control | Member | 10-25% | 2015 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vantage Wealth Management, LLC manage?
Vantage Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Vantage Wealth Management, LLC have?
Vantage Wealth Management, LLC reports 9 employees.
Where is Vantage Wealth Management, LLC located?
Vantage Wealth Management, LLC is based in San Mateo, CA and has been SEC-registered since 2010.
Does Vantage Wealth Management, LLC disclose fund performance?
Vantage Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 66 Bovet Road, Ste. 310, San Mateo, CA 94402 |
| Phone | 650-638-9600 |
| Fax | 650-638-9604 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.12B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.12Bregulatory AUM
Discretionary $1.12B