Vantage Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,176,586
Clients
31
77% 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
31
TypicalAverage account size
$1,747,632
About
Vantage Wealth Management LLC provides investment management and financial planning to high‑net‑worth individuals and their families, as well as trusts, estates, business entities, charitable organizations, and pension and profit‑sharing plans. Its services include discretionary and non‑discretionary portfolio management, comprehensive financial planning, and the recommendation or retention of third‑party advisers to manage all or portions of client portfolios.
The firm tailors investment policies to clients’ goals, risk tolerance, liquidity needs and time horizons and implements broadly diversified, risk‑based portfolios using mutual funds, ETFs, individual equities, fixed income, REITs and cash equivalents with periodic rebalancing. For implementation and back‑office support it commonly uses a third‑party adviser (Focus Partners Advisor Solutions) and recommends Fidelity as custodian, and it acts as a fiduciary when providing retirement account advice.
Noteworthy features include a stated account minimum of $1,000,000 and a client base that, as of December 31, 2025, comprised roughly 31 clients and about $54 million in assets, reflecting relatively high assets under management per client compared with many peers. The firm, founded in 2022, relies on outsourced advisor‑solution and custody platforms for portfolio construction, reporting and practice support, and it does not accept authority to vote client securities, which may differ from some comparable advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Charitable giving tax strategies
Cash flow / budgeting
General estate planning guidance
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Account minimum: $1,000,000 Fee-only: Fees are negotiable, charged quarterly in advance based on assets under management.
Main office location
Vantage Wealth Management LLC
Sunnyvale TX, United States
Number of offices
1
Most active in
Vantage Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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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