G
Global Vantage Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,000,000
Clients
18
44% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$3,777,778
About
Global Vantage Wealth Management provides investment management and comprehensive financial planning to individual and high-net-worth clients, covering areas such as retirement planning, estate and tax planning, insurance reviews, and business planning. The firm also works with cross-border families and international professionals to address issues like currency, cash management, and worldwide asset integration.
The firm’s investment approach emphasizes passive portfolio construction—using index mutual funds and ETFs to achieve asset-class exposure—supplemented by fundamental analysis when selecting or evaluating investments and by individualized investment policy statements. Uncommonly for independent advisers, GVWM reports that nearly all of its $68 million in assets under management are non-discretionary, meaning clients typically retain trade approval rather than delegating full trading authority.
Compared with peers, GVWM operates as a single-advisor practice with a small client base but a relatively large amount of assets per client, suggesting a focus on individualized, higher-balance relationships. Its combination of passive-with-fundamental investment methods, cross-border advisory capabilities, and comprehensive planning services distinguishes its offering among similarly sized independent firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fees ranging from $3,000 to $80,000, billed quarterly and negotiable
$100,000 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,000+: 0.65%
$250 per hour for financial planning in special circumstances
Account minimum: $100,000
Main office location
Global Vantage Wealth Management
Encinitas CA, United States
Number of offices
1
Most active in
Global Vantage Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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