Vantage Wealth Management, LLC
Vantage Wealth Management, LLC (CRD# 152374) is a financial advisory firm headquartered in San Mateo, CA. They manage $606,613,582 in 1,470 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management607MILLION
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Total Number of Accounts1,470ACCOUNTS
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Average Account Value$412,662
- 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)
- Other
CA, CO, LA, NV, NY, OR, TX, WA
David Fernelius (CRD# 2006559) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 33 years of experience in the finance industry.
Christina Gann Munguia (CRD# 6392198) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 7 years of experience in the finance industry.
Mitone Griffiths (CRD# 5433952) 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.
John Lee (CRD# 5204771) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 17 years of experience in the finance industry.
Brandy Navarro (CRD# 4430790) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 22 years of experience in the finance industry.
Tom O'brien (CRD# 5529111) 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.
Robert Stafford (CRD# 4671748) 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.