CRD: 152374
Vantage Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
About Vantage Wealth Management, LLC
Vantage Wealth Management, LLC is a San Mateo, CA RIA providing one-on-one, fully customized financial plans and ongoing wealth management for individuals and families navigating major life and business transitions. Its CERTIFIED FINANCIAL PLANNER (CFP) team (10+ years each; 85 years combined) emphasizes independent, objective guidance, portfolio construction, and retirement, tax, and estate planning, often implemented with ETF- and mutual fund-based allocations and fixed income. Custodies via SEI and uses Pontera.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 13, 2026, reported AUM increased 25.1%, from $897.4M to $1.1B.
Across 5 reported observations, AUM increased 129.8% between December 21, 2022 and March 13, 2026, from $488.6M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 703 clients, or 100.4 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Vantage Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID VAL FERNELIUS
General Partner, Managing Member
- CRD
- #2006559
- Ownership
- 10% but less than 25%
JOHN D LEE
Financial Advisor, General Partner
- CRD
- #5204771
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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MITONE MENDEZONA GRIFFITHS
Financial Advisor, General Partner
- CRD
- #5433952
Maika Heck
--
- CRD
- #8340772
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,123,017,456 | $594,819 |
| Non-Discretionary | $0 | -- |
| Total | $1,123,017,456 | $594,819 |
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Separately Managed Accounts
SMA allocation detail is available
Vantage Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.