VANCE WEALTH, LLC
Legal name: VANCE WEALTH
CRD #310162 SEC #801-119423 SANTA CLARITA, CA 888-775-0950
SEC Registered
Total AUM
$736.1M
Discretionary
$647.9M
Employees
19
Clients
251
Accounts
1,481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $736.1M | $647.9M | $88.2M | 19 | 1 |
| Sep 2025 | $736.1M | $647.9M | $88.2M | 19 | 1 |
| Feb 2025 | $736.1M | $647.9M | $88.2M | 19 | 1 |
| Oct 2024 | $670.8M | $592.5M | $78.3M | 18 | 0 |
| Oct 2024 | $670.8M | $592.5M | $78.3M | 18 | 0 |
| Apr 2024 | $670.8M | $592.5M | $78.3M | 18 | 0 |
| Mar 2024 | $670.8M | $592.5M | $78.3M | 18 | 0 |
| Jul 2023 | $448.7M | $370.8M | $78M | 18 | 0 |
| Jun 2023 | $448.7M | $370.8M | $78M | 18 | 0 |
| Mar 2023 | $448.7M | $370.8M | $78M | 18 | 0 |
| Nov 2022 | $506M | $417.7M | $88.3M | 14 | 0 |
| Mar 2022 | $506M | $417.7M | $88.3M | 14 | 0 |
| Mar 2021 | $356M | $354.9M | $1.1M | 11 | 0 |
| Dec 2020 | $335.9M | $334.8M | $1.1M | 11 | 0 |
| Oct 2020 | $0 | $0 | $0 | 10 | 0 |
| Oct 2020 | $0 | $0 | $0 | 10 | 0 |
| Aug 2020 | $0 | $0 | $0 | 10 | 0 |
| Aug 2020 | $0 | $0 | $0 | 10 | 0 |
DateNov 2025
Total AUM$736.1M
Discretionary$647.9M
Non-Disc.$88.2M
Employees19
Clients1
DateSep 2025
Total AUM$736.1M
Discretionary$647.9M
Non-Disc.$88.2M
Employees19
Clients1
DateFeb 2025
Total AUM$736.1M
Discretionary$647.9M
Non-Disc.$88.2M
Employees19
Clients1
DateOct 2024
Total AUM$670.8M
Discretionary$592.5M
Non-Disc.$78.3M
Employees18
Clients0
DateOct 2024
Total AUM$670.8M
Discretionary$592.5M
Non-Disc.$78.3M
Employees18
Clients0
DateApr 2024
Total AUM$670.8M
Discretionary$592.5M
Non-Disc.$78.3M
Employees18
Clients0
DateMar 2024
Total AUM$670.8M
Discretionary$592.5M
Non-Disc.$78.3M
Employees18
Clients0
DateJul 2023
Total AUM$448.7M
Discretionary$370.8M
Non-Disc.$78M
Employees18
Clients0
DateJun 2023
Total AUM$448.7M
Discretionary$370.8M
Non-Disc.$78M
Employees18
Clients0
DateMar 2023
Total AUM$448.7M
Discretionary$370.8M
Non-Disc.$78M
Employees18
Clients0
DateNov 2022
Total AUM$506M
Discretionary$417.7M
Non-Disc.$88.3M
Employees14
Clients0
DateMar 2022
Total AUM$506M
Discretionary$417.7M
Non-Disc.$88.3M
Employees14
Clients0
DateMar 2021
Total AUM$356M
Discretionary$354.9M
Non-Disc.$1.1M
Employees11
Clients0
DateDec 2020
Total AUM$335.9M
Discretionary$334.8M
Non-Disc.$1.1M
Employees11
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0