Vantage Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated January 27, 2026, reports $684M in regulatory assets under management, 6 employees, and 489 accounts.
Assets Under Management
$684M
Employees
6
Offices
--
Total Clients
247
Primary office
PASADENA, CA
125 NORTH RAYMOND AVENUE, SUITE 309, PASADENA, CA, United States
Top client segmentHNWI represent 76.1% of total clients.
Top client categories% of clientsClients
1
HNWI
76.1%
188
2
Individuals
17.8%
44
3
Pension Plans
4.0%
10
4
Corporations
2.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$684Mas of January 27, 2026
Discretionary100.0%
$684M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$684M
Total Accounts489
10Y AUM Change+$414M (+153.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee41:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.