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J Family Holdings, LLC

Holding CompanyVance Wealth, LLC

About J Family Holdings, LLC

J Family Holdings, LLC is listed as Holding Company at Vance Wealth, LLC in Santa Clarita, CA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Vance Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does J Family Holdings, LLC work?

J Family Holdings, LLC is listed as Holding Company at Vance Wealth, LLC on SEC Form ADV.

How much of Vance Wealth, LLC does J Family Holdings, LLC own?

Form ADV reports a beneficial ownership band of 5-10%.

Vance Wealth, LLC

TitleHolding Company
Ownership5-10%
Control personYes
Since2026