VANCE WEALTH
Firm details
- Headquarters
- SANTA CLARITA, California
- CRD number
- 310162
- Registered since
- September 9, 2020
- Website
- vancewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI71.34%
- Pension & Profit Sharing Plans15.14%
- Individuals13.4%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vance Wealth is an independent registered investment adviser organized as an LLC and operating since 2020. The firm works with both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. It also operates as an insurance broker, and its fee arrangements span percentage-of-AUM billing plus hourly, fixed-fee and other charge types. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Vance Wealth is not structured as a capital allocator running proprietary funds; its model emphasizes advisory and fiduciary services to client accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents15%
- US Government Bonds9%
- State & Local Bonds1%
Owners & executives
1 of 1CHRISTOPHER PELCH
Chief Operating OfficerCRD 6106079
Contacts
3 of 11Zachary Johnson
Client Service AssociateCRD 7904898
JASON LANE
Wealth AdvisorCRD 6093212
Nicole Lewis
Registered AssociateCRD 4939916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$277M in ETFs
40%
$110M
60%
$168M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $76.1M | 1,958,955 | 27.45% |
Location
SANTA CLARITA, CA
LOS ANGELES
Location
SANTA CLARITA, CA
Headquartered in SANTA CLARITA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 26491 Summit Cir
- Time zone
- PT (UTC-8)
- Office locations
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