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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Lewis, Nicole, M | I | DIRECTOR OF COACHING & IMPLEMENTATION | NA | Control |
| MALONEY, LISA, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALONEY, LISA, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALONEY, LISA, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALONEY, LISA, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALONEY, LISA, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALONEY, LISA, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PELCH, CHRISTOPHER, ROBERT | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | NA | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | NA | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | NA | Control |
| VANCE WEALTH INC. | DE | OWNER | E | Control |
| VANCE WEALTH INC. | DE | OWNER | E | Control |
| VANCE WEALTH INC. | DE | OWNER | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
| VANCE, JOHN, MICHAEL | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (10)
AZ CA CO FL ID NE NV OR TX WA
Address
26491 SUMMIT CIRCLESANTA CLARITA, CA 91350
United States
Phone: 888-775-0950