VANCE WEALTH, LLC of SANTA CLARITA, CA is an SEC-registered investment adviser (CRD 310162). Regulatory assets under management: $893.6M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Other.
| 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 | — |