Vantage Wealth
CRD 111324SEC# 801-49690Pasadena, CA
No longer SEC-registered. Vantage Wealth appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$683.8M
Employees
6
Accounts
489
Location
Pasadena, CA
Vantage Wealth assets under management
Vantage Wealth is an SEC-registered investment adviser based in Pasadena, CA. It reports $683.8 million in regulatory assets under management and employs 6 people.
Vantage Wealth owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Michael Vandevoorde Control | President And Chief Compliance Officer | Over 75% | 1993 |
Frequently asked questions
How much does Vantage Wealth manage?
Vantage Wealth reports $683.8 million in regulatory assets under management on its Form ADV.
How many employees does Vantage Wealth have?
Vantage Wealth reports 6 employees.
Where is Vantage Wealth located?
Vantage Wealth is based in Pasadena, CA.
Does Vantage Wealth disclose fund performance?
Vantage Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 North Raymond Avenue, Suite 309, Pasadena, CA 91103 |
| Office hours | 8:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$683.8M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$683.8Mregulatory AUM
Discretionary $683.8M