VANTAGE WEALTH MANAGEMENT, LLC
CRD #152374 SEC #801-70921 SAN MATEO, CA 650-638-9600
SEC Registered
Total AUM
$897.4M
Discretionary
$897.4M
Employees
9
Clients
51
Accounts
1,751
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $897.4M | $897.4M | $0 | 9 | 0 |
| Mar 2024 | $606.6M | $606.6M | $0 | 9 | 0 |
| Nov 2023 | $546M | $546M | $0 | 9 | 0 |
| Apr 2023 | $546M | $546M | $0 | 9 | 0 |
| Mar 2023 | $546M | $546M | $0 | 9 | 0 |
| Dec 2022 | $488.6M | $488.6M | $0 | 10 | 0 |
| Nov 2022 | $488.6M | $488.6M | $0 | 10 | 0 |
| Mar 2022 | $488.6M | $488.6M | $0 | 10 | 0 |
| Apr 2021 | $458M | $446M | $12M | 9 | 0 |
| Mar 2021 | $458M | $446M | $12M | 9 | 0 |
| Dec 2020 | $327.9M | $315M | $12.9M | 7 | 0 |
| Jul 2020 | $327.9M | $315M | $12.9M | 7 | 0 |
| Jul 2020 | $327.9M | $315M | $12.9M | 7 | 0 |
| Jun 2020 | $327.9M | $315M | $12.9M | 7 | 0 |
| May 2020 | $327.9M | $315M | $12.9M | 7 | 0 |
| Mar 2020 | $327.9M | $315M | $12.9M | 7 | 0 |
| Apr 2019 | $291.9M | $280.5M | $11.4M | 7 | 0 |
| Mar 2019 | $291.9M | $280.5M | $11.4M | 7 | 0 |
| Mar 2018 | $310.4M | $297.8M | $12.6M | 8 | 0 |
| Mar 2017 | $271.5M | $260.6M | $10.8M | 8 | 300 |
| Feb 2017 | $227.1M | $217.8M | $9.3M | 9 | 600 |
| Mar 2016 | $227.1M | $217.8M | $9.3M | 9 | 600 |
| Nov 2015 | $239.4M | $230.6M | $8.9M | 8 | 600 |
| Nov 2015 | $239.4M | $230.6M | $8.9M | 8 | 600 |
| Sep 2015 | $239.4M | $230.6M | $8.9M | 9 | 600 |
| Feb 2015 | $175M | $174.4M | $626K | 7 | 600 |
| Feb 2015 | $175M | $174.4M | $626K | 7 | 600 |
| Mar 2014 | $156.3M | $155.7M | $587.8K | 6 | 500 |
| Mar 2013 | $132.6M | $132M | $533.6K | 6 | 500 |
| Apr 2012 | $113.2M | $112.7M | $486K | 6 | 400 |
| Apr 2011 | $100.8M | $100.4M | $460.5K | 10 | -- |
DateMar 2025
Total AUM$897.4M
Discretionary$897.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$606.6M
Discretionary$606.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2023
Total AUM$546M
Discretionary$546M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$546M
Discretionary$546M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$546M
Discretionary$546M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$488.6M
Discretionary$488.6M
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$488.6M
Discretionary$488.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$488.6M
Discretionary$488.6M
Non-Disc.$0
Employees10
Clients0
DateApr 2021
Total AUM$458M
Discretionary$446M
Non-Disc.$12M
Employees9
Clients0
DateMar 2021
Total AUM$458M
Discretionary$446M
Non-Disc.$12M
Employees9
Clients0
DateDec 2020
Total AUM$327.9M
Discretionary$315M
Non-Disc.$12.9M
Employees7
Clients0
DateJul 2020
Total AUM$327.9M
Discretionary$315M
Non-Disc.$12.9M
Employees7
Clients0
DateJul 2020
Total AUM$327.9M
Discretionary$315M
Non-Disc.$12.9M
Employees7
Clients0
DateJun 2020
Total AUM$327.9M
Discretionary$315M
Non-Disc.$12.9M
Employees7
Clients0
DateMay 2020
Total AUM$327.9M
Discretionary$315M
Non-Disc.$12.9M
Employees7
Clients0
DateMar 2020
Total AUM$327.9M
Discretionary$315M
Non-Disc.$12.9M
Employees7
Clients0
DateApr 2019
Total AUM$291.9M
Discretionary$280.5M
Non-Disc.$11.4M
Employees7
Clients0
DateMar 2019
Total AUM$291.9M
Discretionary$280.5M
Non-Disc.$11.4M
Employees7
Clients0
DateMar 2018
Total AUM$310.4M
Discretionary$297.8M
Non-Disc.$12.6M
Employees8
Clients0
DateMar 2017
Total AUM$271.5M
Discretionary$260.6M
Non-Disc.$10.8M
Employees8
Clients300
DateFeb 2017
Total AUM$227.1M
Discretionary$217.8M
Non-Disc.$9.3M
Employees9
Clients600
DateMar 2016
Total AUM$227.1M
Discretionary$217.8M
Non-Disc.$9.3M
Employees9
Clients600
DateNov 2015
Total AUM$239.4M
Discretionary$230.6M
Non-Disc.$8.9M
Employees8
Clients600
DateNov 2015
Total AUM$239.4M
Discretionary$230.6M
Non-Disc.$8.9M
Employees8
Clients600
DateSep 2015
Total AUM$239.4M
Discretionary$230.6M
Non-Disc.$8.9M
Employees9
Clients600
DateFeb 2015
Total AUM$175M
Discretionary$174.4M
Non-Disc.$626K
Employees7
Clients600
DateFeb 2015
Total AUM$175M
Discretionary$174.4M
Non-Disc.$626K
Employees7
Clients600
DateMar 2014
Total AUM$156.3M
Discretionary$155.7M
Non-Disc.$587.8K
Employees6
Clients500
DateMar 2013
Total AUM$132.6M
Discretionary$132M
Non-Disc.$533.6K
Employees6
Clients500
DateApr 2012
Total AUM$113.2M
Discretionary$112.7M
Non-Disc.$486K
Employees6
Clients400
DateApr 2011
Total AUM$100.8M
Discretionary$100.4M
Non-Disc.$460.5K
Employees10
Clients--