This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-09-2020
- Office Locations
- 1
Office Locations
About Vance Wealth
Vance Wealth is a Santa Clarita, CA RIA serving families and business owners with integrated financial planning, retirement and strategic tax planning, and ongoing investment management. Portfolios are implemented largely with ETFs and public funds across equities and high-quality bonds/cash. Custodies primarily at Fidelity/NFS. Recognized in 2023 by Inc. 5000 and RIA Intel as RIA of the Year.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Nicole M Lewis
Agent
- CRD
- #4939916
- Ownership
- Less than 5%
CHRISTOPHER ROBERT PELCH
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #6106079
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Sierra Alessandra Cappella
Planning Associate
- CRD
- #8306467
JERROD JAMES FERGUSON
Vice President
- CRD
- #5588110
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $784,823,244 | $518,035 |
| Non-Discretionary | $108,740,131 | $2,051,701 |
| Total | $893,563,375 | $569,875 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing