CRD: 152374
Vantage Wealth Management, LLC
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Owner & Executives
DAVID VAL FERNELIUS
Financial Advisor, 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
Showing 1 of 7 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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