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).

By the Numbers
  • Total Assets Under Management
    607
    MILLION
  • Total Number of Accounts
    1,470
    ACCOUNTS
  • Average Account Value
    $412,662
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
The map below shows states where this firm has explicit registration only.

CA, CO, LA, NV, NY, OR, 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 33 years of experience in the finance industry.

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 7 years of experience in the finance industry.

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 16 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 17 years of experience in the finance industry.

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 22 years of experience in the finance industry.

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 15 years of experience in the finance industry.

7
Robert F. Stafford
CRD#: 4671748
66 Bovet Road, Ste. 310, San Mateo, CA 94402

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.

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