VANTAGE WEALTH
CRD #111324 SEC #801-49690 PASADENA, CA 626-844-7184
SEC Registered
Total AUM
$609.1M
Discretionary
$609.1M
Employees
6
Clients
10
Accounts
457
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $609.1M | $609.1M | $0 | 6 | 1 |
| Dec 2024 | $557.2M | $557.2M | $0 | 6 | 0 |
| Mar 2024 | $557.2M | $557.2M | $0 | 6 | 0 |
| Jan 2024 | $557.2M | $557.2M | $0 | 6 | 0 |
| Jan 2023 | $507.9M | $507.9M | $0 | 6 | 0 |
| Feb 2022 | $548.3M | $548.3M | $0 | 6 | 0 |
| Oct 2021 | $449.1M | $449.1M | $0 | 6 | 0 |
| Oct 2021 | $449.1M | $449.1M | $0 | 6 | 0 |
| Jun 2021 | $449.1M | $449.1M | $0 | 6 | 0 |
| Feb 2021 | $449.1M | $449.1M | $0 | 6 | 0 |
| Jun 2020 | $371M | $371M | $0 | 4 | 0 |
| Mar 2020 | $371M | $371M | $0 | 4 | 0 |
| Mar 2019 | $291.2M | $291.2M | $0 | 4 | 168 |
| Mar 2018 | $290.7M | $290.7M | $0 | 4 | 168 |
| Mar 2017 | $270M | $270M | $0 | 4 | 160 |
| Mar 2016 | $253M | $253M | $0 | 4 | 120 |
| Sep 2015 | $264.1M | $264.1M | $0 | 4 | 120 |
| Sep 2015 | $264.1M | $264.1M | $0 | 4 | 120 |
| Feb 2015 | $264.1M | $264.1M | $0 | 4 | 120 |
| Apr 2014 | $219.1M | $219.1M | $0 | 1 | 120 |
| Mar 2013 | $205.7M | $205.7M | $0 | 2 | 120 |
| Mar 2012 | $152.9M | $152.9M | $0 | 1 | 120 |
| Nov 2011 | $136.5M | $136.5M | $0 | 1 | 120 |
| Mar 2011 | $136.5M | $136.5M | $0 | 5 | -- |
| Oct 2009 | $104.6M | $104.6M | $0 | 5 | -- |
| Sep 2009 | $104.6M | $104.6M | $0 | 5 | -- |
| Mar 2009 | $104.6M | $104.6M | $0 | 5 | -- |
| Mar 2008 | $130M | $130M | $0 | 5 | -- |
| Oct 2005 | $127.4M | $125.4M | $2M | 5 | -- |
| Jun 2005 | $127.4M | $125.4M | $2M | 5 | -- |
| Apr 2002 | $117.4M | $109.9M | $7.5M | 10 | -- |
| Apr 2002 | $117.4M | $109.9M | $7.5M | 10 | -- |
DateJan 2025
Total AUM$609.1M
Discretionary$609.1M
Non-Disc.$0
Employees6
Clients1
DateDec 2024
Total AUM$557.2M
Discretionary$557.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$557.2M
Discretionary$557.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$557.2M
Discretionary$557.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$507.9M
Discretionary$507.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$548.3M
Discretionary$548.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$449.1M
Discretionary$449.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$449.1M
Discretionary$449.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$449.1M
Discretionary$449.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$449.1M
Discretionary$449.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$371M
Discretionary$371M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$371M
Discretionary$371M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$291.2M
Discretionary$291.2M
Non-Disc.$0
Employees4
Clients168
DateMar 2018
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees4
Clients168
DateMar 2017
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees4
Clients160
DateMar 2016
Total AUM$253M
Discretionary$253M
Non-Disc.$0
Employees4
Clients120
DateSep 2015
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees4
Clients120
DateSep 2015
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees4
Clients120
DateFeb 2015
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees4
Clients120
DateApr 2014
Total AUM$219.1M
Discretionary$219.1M
Non-Disc.$0
Employees1
Clients120
DateMar 2013
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees2
Clients120
DateMar 2012
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees1
Clients120
DateNov 2011
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees1
Clients120
DateMar 2011
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$127.4M
Discretionary$125.4M
Non-Disc.$2M
Employees5
Clients--
DateJun 2005
Total AUM$127.4M
Discretionary$125.4M
Non-Disc.$2M
Employees5
Clients--
DateApr 2002
Total AUM$117.4M
Discretionary$109.9M
Non-Disc.$7.5M
Employees10
Clients--
DateApr 2002
Total AUM$117.4M
Discretionary$109.9M
Non-Disc.$7.5M
Employees10
Clients--