Vantage Wealth Management, LLC
Vantage Wealth Management, LLC (CRD# 152374) is a financial advisory firm headquartered in San Mateo, CA. They manage $271,484,523 in 806 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management271MILLION
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Total Number of Accounts806ACCOUNTS
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Average Account Value$336,829
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, LA, OR, TX, WA
Aaron Agte (CRD# 5041214) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 12 years of experience in the finance industry. Aaron Agte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Fernelius (CRD# 2006559) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 28 years of experience in the finance industry. David Fernelius has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Lee (CRD# 5204771) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 11 years of experience in the finance industry. John Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brandy Navarro (CRD# 4430790) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 16 years of experience in the finance industry. Brandy Navarro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Thomas (CRD# 4306408) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 16 years of experience in the finance industry. Christopher Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mitone Griffiths (CRD# 5433952) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 10 years of experience in the finance industry.