Vantage Wealth Management, LLC

Vantage Wealth Management, LLC (CRD# 152374) is a financial advisory firm headquartered in San Mateo, CA. They manage $488,608,000 in 1,378 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    489
    MILLION
  • Total Number of Accounts
    1,378
    ACCOUNTS
  • Average Account Value
    $354,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, NV, TX, WA

Financial Advisors at Vantage Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
David V. Fernelius
CRD#: 2006559
66 Bovet Road, Ste. 310, San Mateo, CA 94402

David Fernelius (CRD# 2006559) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 32 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.

2
Christina D. Gann Munguia
CRD#: 6392198
66 Bovet Road, Ste. 310, San Mateo, CA 94402

Christina Gann Munguia (CRD# 6392198) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 5 years of experience in the finance industry. Christina Gann Munguia 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.

3
Mitone M. Griffiths
CRD#: 5433952
66 Bovet Road, Ste. 310, San Mateo, CA 94402

Mitone Griffiths (CRD# 5433952) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 14 years of experience in the finance industry.

4
John D. Lee
CRD#: 5204771
66 Bovet Road, Ste. 310, San Mateo, CA 94402

John Lee (CRD# 5204771) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 15 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.

5
Brandy M. Navarro
CRD#: 4430790
66 Bovet Road, Ste. 310, San Mateo, CA 94402

Brandy Navarro (CRD# 4430790) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 20 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.

6
Tom O'brien
CRD#: 5529111
66 Bovet Road, Ste. 310, San Mateo, CA 94402

Tom O'brien (CRD# 5529111) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 13 years of experience in the finance industry. Tom O'brien 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.

7
Christopher J. Thomas
CRD#: 4306408
66 Bovet Road, Ste. 310, San Mateo, CA 94402

Christopher Thomas (CRD# 4306408) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 21 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.

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