VANTAGE WEALTH MANAGEMENT LLC

VANTAGE WEALTH MANAGEMENT LLC of AVENTURA, FL is an SEC-registered investment adviser (CRD 179535). Regulatory assets under management: $67.0M.

Registration

• CRD: 179535
• Type: Registered investment adviser
• Location: 3300 NE 188TH STREET, AVENTURA, FL, 33180
• Phone: 917-647-9052
• Latest filing: 2026-01-20
• Regulatory AUM: $67.0M
• Discretionary AUM: $67.0M
• Clients: 2
• Accounts: 56

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 179535 on SEC IAPD (source of record)
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