RIA Intelligence

VANTAGE PRIVATE WEALTH, LLC

CRD #285748 SEC #801-108841 NAPLES, FL (239) 236-4333
SEC Registered
Total AUM
$18.1M
Discretionary
$18.1M
Employees
1
Clients
0
Accounts
27

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 21, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STROSS, PAMELA, J.ICHIEF COMPLIANCE OFFICERNA Control
STROSS, PAMELA, JEANICHIEF COMPLIANCE OFFICERNA Control
PIETZAK, MATTHEW, DAVIDICHIEF COMPLIANCE OFFICER AND MEMBERE Control
PIETZAK, MATTHEW, DAVIDICHIEF COMPLIANCE OFFICER AND MEMBERE Control
PIETZAK, MATTHEW, DAVIDICHIEF COMPLIANCE OFFICER AND MEMBERE Control
PIETZAK, MATTHEW, DAVIDICHIEF COMPLIANCE OFFICER AND MEMBERE Control
PIETZAK, MATTHEW, DAVIDICHIEF COMPLIANCE OFFICER AND MEMBERE Control
TRUCLARITY MANAGEMENT SOLUTIONS, LLCDEOWNERE Control
TRUCLARITY MANAGEMENT SOLUTIONS, LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
TCH II LLCDETRUCLARITY MANAGEMENT SOLUTIONS LLCE Control
TCH II LLCDETRUCLARITY MANAGEMENT SOLUTIONS LLCE Control
FANELLI, JULIE, V (MI ONLY)ISEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER 5D Control
FANELLI, JULIE, V.ISEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER 5D Control
SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER 5DETCH II LLCD Control
SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER 5DETCH II LLCD Control

Registrations

Federal

IA
Apr 21, 2017 REGISTERED

Notice Filings (2)

FL GA

Address

500 5TH AVENUE SOUTH
SUITE 509
NAPLES, FL 34102
United States
Phone: (239) 236-4333