# VANCE WEALTH, LLC

VANCE WEALTH, LLC of SANTA CLARITA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 310162
- Type: SEC-registered investment adviser
- SEC file number: 801-119423
- Location: 26491 SUMMIT CIRCLE, SANTA CLARITA, CA, 91350
- Phone: 888-775-0950
- Latest filing: 2026-05-07
- Regulatory AUM: $893.6M
- Discretionary AUM: $784.8M
- Non-discretionary AUM: $108.7M
- Clients: 22
- Accounts: 1,568

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| John Michael Vance | OWNER; PRESIDENT | — |
| Christopher Robert Pelch | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| Nicole M Lewis | DIRECTOR OF COACHING & IMPLEMENTATION | — |
| VANCE JOHN MICHAEL | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MALONEY LISA ANNE | CHIEF COMPLIANCE OFFICER | — |
| PELCH CHRISTOPHER ROBERT | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| Jerrod James Ferguson | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310162/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310162/similar
- Related entities: https://search.stillhousedata.com/firm/310162/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310162

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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.