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).
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Total Assets Under Management489MILLION
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Total Number of Accounts1,378ACCOUNTS
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Average Account Value$354,578
- 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, LA, NV, TX, WA
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.
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.
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.
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.
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.
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.
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.