# VANTAGE FINANCIAL PARTNERS, LLC

VANTAGE FINANCIAL PARTNERS, LLC of ELM GROVE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 315828
- Type: SEC-registered investment adviser
- SEC file number: 801-122083
- Location: 13230 WATERTOWN PLANK ROAD, ELM GROVE, WI, 53122
- Phone: 262-439-8587
- Latest filing: 2026-03-26
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Clients: 26
- Accounts: 5,227

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| Jesse Allen Niederbaumer | MANAGING MEMBER | — |
| Andrew Allen Meyer | MANAGING MEMBER | — |
| Jeremy James Gardner | MEMBER | — |
| Matthew David Niederbaumer | MANAGING MEMBER | — |
| MEYER EUGENE ALLEN | MANAGING MEMBER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| NIEDERBAUMER JESSE ALLEN | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| GARDNER JEREMY JAMES | MEMBER | — |
| NIEDERBAUMER MATTHEW DAVID | MANAGING MEMBER | — |
| MCCARTHY MICHELLE ANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315828/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315828/similar
- Related entities: https://search.stillhousedata.com/firm/315828/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315828

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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.