GLOBAL VANTAGE WEALTH MANAGEMENT

GLOBAL VANTAGE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 284941). Regulatory assets under management: $75.0M.

Registration

• CRD: 284941
• Type: Registered investment adviser
• Phone: (619)892-8882
• Latest filing: 2026-06-03
• Regulatory AUM: $75.0M
• Non-discretionary AUM: $75.0M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 284941 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search