VANTAGE WEALTH MANAGEMENT LLC

VANTAGE WEALTH MANAGEMENT LLC of CORVALLIS, OR is an SEC-registered investment adviser (CRD 324413). Regulatory assets under management: $62.8M.

Registration

• CRD: 324413
• Type: Registered investment adviser
• Location: 545 2ND STREET, SUITE D, CORVALLIS, OR, 97333
• Phone: 541-714-5221
• Latest filing: 2026-03-18
• Regulatory AUM: $62.8M
• Discretionary AUM: $54.8M
• Non-discretionary AUM: $8.0M
• Clients: 5
• Accounts: 322

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324413 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search