VANTAGE WEALTH MANAGEMENT, LLC of SAN MATEO, CA is an SEC-registered investment adviser (CRD 152374). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| 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 | — |