# VANTAGE WEALTH MANAGEMENT, LLC

VANTAGE WEALTH MANAGEMENT, LLC of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 152374
- Type: SEC-registered investment adviser
- SEC file number: 801-70921
- Location: 66 BOVET ROAD, STE. 310, SAN MATEO, CA, 94402
- Phone: 650-638-9600
- Latest filing: 2026-03-13
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 9
- Accounts: 1,888

## Business model

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

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Thomas R John | MEMBER | San Diego, CA |
| Thomas John | MEMBER | Sharon, MA |
| David Val Fernelius | MANAGING MEMBER | — |
| Brandy Michele Martinez Navarro | MEMBER | — |
| John D Lee | MEMBER | — |
| Tom O'Brien | MEMBER | — |
| Sarah Marie Kardavani | CHIEF COMPLIANCE OFFICER | — |
| Robert Frankland Stafford | MEMBER | — |
| FERNELIUS DAVID VAL | MANAGING MEMBER | — |
| NAVARRO BRANDY MICHELE | MEMBER | — |
| AGTE AARON MICHAEL | CHIEF COMPLIANCE OFFICER; DIRECTOR OF FINANCIAL PLANNING | — |
| LEE JOHN D | MEMBER | — |
| GRIFFITHS MITONE MENDEZONA | CHIEF COMPLIANCE OFFICER | — |
| NAVARRO BRANDY MICHELE MARTINEZ | MEMBER | — |
| O'BRIEN TOM | MEMBER | — |
| KARDAVANI SARAH MARIE | CHIEF COMPLIANCE OFFICER | — |
| STAFFORD ROBERT FRANKLAND | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152374/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152374/similar
- Related entities: https://search.stillhousedata.com/firm/152374/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152374

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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.