# VANTAGE WEALTH

VANTAGE WEALTH of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111324
- Type: SEC-registered investment adviser
- SEC file number: 801-49690
- Location: 125 NORTH RAYMOND AVENUE, SUITE 309, PASADENA, CA, 91103
- Phone: 626-844-7184
- Latest filing: 2026-01-27
- Regulatory AUM: $683.8M
- Discretionary AUM: $683.8M
- Clients: 6
- Accounts: 489

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| James Michael Vandevoorde | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| OSHER ROBERT | CHAIRMAN | — |
| VANDEVOORDE JAMES MICHAEL | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| RIKER KERRIE ANN | VICE PRESIDENT | — |
| VANDEVOORDE JAMES | PRESIDENT | — |
| YOUNG MICHAEL A | SR. VP & DIRECTOR OF RESEARCH | — |
| GRIGG CASEY DONALD | VICE PRESIDENT | — |
| PALLER DAVID ABRAHAM | VICE PRESIDENT | — |
| LOPER JENNIFER LEA | VICE PRESIDENT | — |
| SACHS ALAN MARSHALL | CHIEF INVESTMENT OFFICER | — |
| OSHER ROBERT CHARLES | CHAIRMAN | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111324/similar
- Related entities: https://search.stillhousedata.com/firm/111324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111324

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.