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- Custodian
- Altruist · Pershing
- Clients
- Retail
- Platforms
- NorthLegacy
- Established Date
- 09-28-2016
- Office Locations
- 1
Office Locations
About Global Vantage Wealth Management
Vantage Wealth Management, LLC is an Encinitas, CA-based independent RIA providing fully customized, full-service financial planning and ongoing guidance for individuals and families navigating major life and business transitions (retirement income, taxes, estate and insurance planning). The CFP® advisor team brings 10+ years each and 85 years combined experience, with portfolios built primarily using ETFs and mutual funds with active asset allocation and risk management.
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Owner & Executives
FRANCISCO XAVIER MALDONADO
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, FOUNDING PARTNER
- CRD
- #4968030
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $75,000,000 | -- |
| Total | $75,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,621,113,994 | 28.9% |
| Public Funds | $431,923,106 | 7.7% |
| U.S. Government/Agency | $1,536,973,129 | 27.4% |
| Cash | $757,267,783 | 13.5% |
| Municipal Bonds | $1,262,112,970 | 22.5% |
| Total | $5,609,390,982 | 100.0% |