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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-15-2015
- Office Locations
- 1
Office Locations
About Vantage Wealth Planning
Vantage Wealth Planning is a Reno, NV RIA delivering holistic wealth planning and discretionary asset management through its Discover–Plan–Live process. The team works with individuals, families, and business owners, integrating tax, legacy, income, and risk management into a tailored plan with ongoing, proactive adjustments. Also provides retirement plan management for employers; custodies primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BENSON PATRICK MATHEWS
Certified Financial Planner, GENERAL PARTNER
- CRD
- #4574483
- Ownership
- 50% but less than 75%
KYLE R MCCANN
Chief Compliance Officer, Managing Member
- CRD
- #5276018
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Amy Louise Nelson
Client Services Associate
- CRD
- #8001517
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $264,671,254 | $319,266 |
| Non-Discretionary | $0 | -- |
| Total | $264,671,254 | $319,266 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | 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 |
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