Vantage Wealth Management LLC

Vantage Wealth Management LLC (CRD# 324061) is a financial advisory firm headquartered in Rockwall, TX. They manage $34,005,501 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
609 S. Goliad St., #2109, Rockwall, TX 75087
http://www.vantagewm.com/
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $425,069
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Vantage Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Weston Haaf, financial advisor Sunnyvale TX
Weston C. Haaf
CRD#: 6105040
Sunnyvale, TX

Weston Haaf (CRD# 6105040) is an Investment Advisor Representative working at Vantage Wealth Management LLC in Sunnyvale, TX and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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