Vantage Wealth Management, LLC

$1.12BAssets under management
as of Mar 2026 · SEC Form ADV
San Mateo, CA
Visit website
6 people on Advicer connected to this.

Tech stack

No one at Vantage Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Vantage Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
SEI
Per Form ADV · $556M held · filed Mar 2024
AssetMark
Per Form ADV · $32M held · filed Mar 2024
American Funds Distributors, Inc.
Per Form ADV · $11M held · filed Mar 2024
Dpl Financial Partners
Per Form ADV · $7M held · filed Mar 2024