VANTAGE WEALTH MANAGEMENT LLC

VANTAGE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 324061). Regulatory assets under management: $54.2M.

Registration

• CRD: 324061
• Type: Registered investment adviser
• Phone: (214) 395-6590
• Latest filing: 2026-02-16
• Regulatory AUM: $54.2M
• Discretionary AUM: $54.2M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324061 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search