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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2023
- Office Locations
- 1
Office Locations
About Vantage Wealth Management LLC
Vantage Wealth Management LLC is an Oregon-based RIA offering personalized financial planning, portfolio construction/asset management, and insurance planning for individuals and families, including retirees and business owners. The firm builds goal- and risk-aligned strategies and commonly implements portfolios with ETFs as a core vehicle alongside individual equities and fixed income, with Charles Schwab as a primary custodian.
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Investment Themes
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Owner & Executives
BRIAN CLAY DONNE
founder, leader, Owner
- CRD
- #5067947
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ERIC APPLETON CHENEY
Certified Financial Planner
- CRD
- #5880957
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,837,409 | -- |
| Non-Discretionary | $7,957,261 | -- |
| Total | $62,794,670 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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