Vantage Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Elm Grove, WI. Its latest Form ADV filing, dated March 26, 2026, reports $1.0B in regulatory assets under management, 26 employees, 5 offices, and 5,227 accounts.
Assets Under Management
$1.0B
Employees
26
Offices
5 offices
Total Clients
1,889
Primary office
ELM GROVE, WI
13230 WATERTOWN PLANK ROAD, ELM GROVE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
1,654
2
HNWI
11.2%
211
3
Pooled Investment Vehicles
0.5%
10
4
Charitable
0.4%
8
5
Corporations
0.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 26, 2026
Discretionary100.0%
$1.0B
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.
Total AUM$1.0B
Total Accounts5,227
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee73:1
10Y Employee Change+21 (+420.0%)
* 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.