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

Clients

Accounts

1,751

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 26, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
AGTE, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
AGTE, AARON, MICHAEL	I	DIRECTOR OF FINANCIAL PLANNING	NA	Control
AGTE, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
AGTE, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
AGTE, AARON, MICHAEL	I	DIRECTOR OF FINANCIAL PLANNING	NA	Control
AGTE, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
AGTE, AARON, MICHAEL	I	DIRECTOR OF FINANCIAL PLANNING	NA	Control
AGTE, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
AGTE, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
AGTE, AARON, MICHAEL	I	DIRECTOR OF FINANCIAL PLANNING	NA	Control
AGTE, AARON, MICHAEL	I	DIRECTOR OF FINANCIAL PLANNING	NA	Control
AGTE, AARON, MICHAEL	I	DIRECTOR OF FINANCIAL PLANNING	NA	Control
AGTE, AARON, MICHAEL	I	DIRECTOR OF FINANCIAL PLANNING	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRIFFITHS, MITONE, MENDEZONA	I	CHIEF COMPLIANCE OFFICER	NA	Control
KARDAVANI, SARAH, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KARDAVANI, SARAH, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KARDAVANI, SARAH, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KARDAVANI, SARAH, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KARDAVANI, SARAH, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KARDAVANI, SARAH, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KARDAVANI, SARAH, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KARDAVANI, SARAH, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KARDAVANI, SARAH, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	D	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
LEE, JOHN, D	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
NAVARRO, BRANDY, MICHELE	I	MEMBER	C	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
FERNELIUS, DAVID, VAL	I	MANAGING MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
LEE, JOHN, D	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
NAVARRO, BRANDY, MICHELE MARTINEZ	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B
O'BRIEN, TOM	I	MEMBER	B
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B	Control
O'BRIEN, TOM	I	MEMBER	B	Control
STAFFORD, ROBERT, FRANKLAND	I	MEMBER	B	Control
STAFFORD, ROBERT, FRANKLAND	I	MEMBER	B	Control
STAFFORD, ROBERT, FRANKLAND	I	MEMBER	B	Control
STAFFORD, ROBERT, FRANKLAND	I	MEMBER	B	Control
STAFFORD, ROBERT, FRANKLAND	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control
THOMAS, CHRISTOPHER, JOHN	I	MEMBER	B	Control

Registrations

Federal

Mar 26, 2025 REGISTERED

Notice Filings (8)

CA CO LA NV NY OR TX WA

Address

66 BOVET ROAD
STE. 310
SAN MATEO, CA 94402
United States

Phone: 650-638-9600