$54.2M Total AUM
$54.2M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
3 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-06-2023
- Office Locations
- 1
Office Locations
-- Sunnyvale TX
About Vantage Wealth Management LLC
Vantage Wealth Management is a Sunnyvale, TX-based RIA led by owner and CFP® professional Weston Haaf. The firm partners with individuals and families through an Assess–Strategize–Manage process, combining ongoing financial planning with portfolio management aligned to client priorities and values. Portfolios are primarily ETF-based, with strategies implemented via platforms such as Envestnet and custody through Fidelity/NFS.
Team overview
-- AVG AGE
$54.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
WESTON CHARLES HAAF
Owner, Wealth Manager
- CRD
- #6105040
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,176,586 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,176,586 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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