Firm profile

VANCE WEALTH

SANTA CLARITA, CACRD 310162Latest ADV March 23, 2026

Vance Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Clarita, CA. Its latest Form ADV filing, dated March 23, 2026, reports $894M in regulatory assets under management, 22 employees, 4 offices, and 1,568 accounts.

Assets Under Management
$894M
Employees
22
Offices
4 offices
Total Clients
428
Primary office
SANTA CLARITA, CA
26491 SUMMIT CIRCLE, SANTA CLARITA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOChristopher R. Pelch
COOChristopher R. Pelch

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 45.6% of total clients.
Top client categories% of clientsClients
1
Individuals
45.6%
195
2
HNWI
43.2%
185
3
Pension Plans
11.2%
48
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$894Mas of March 23, 2026
Discretionary87.8%
$785M
88% of total RAUM87.8%
Non-discretionary12.2%
$109M
12% of total RAUM12.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$894M
Total Accounts1,568
10Y AUM Change+$894M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee19:1
10Y Employee Change+12 (+120.0%)

* 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.