# VANTAGE WEALTH MANAGEMENT LLC

VANTAGE WEALTH MANAGEMENT LLC of CORVALLIS, OR is an SEC-registered investment adviser.

## Registration

- CRD: 324413
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324413/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324413/similar
- Related entities: https://search.stillhousedata.com/firm/324413/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324413

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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.