VANTAGE WEALTH MANAGEMENT LLC

Overview

Vantage Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s advisory offering centers on financial planning and portfolio management for individuals and small businesses, with pension consulting services included among its capabilities. It also operates as an insurance broker, which informs its use of insurance products such as annuities alongside traditional advisory solutions. Investment activity is tilted toward public equities, with an expressed preference for exchange-traded equities as the primary sleeve of client portfolios. The firm combines fee-based asset management (percentage of AUM) with hourly consulting engagements, giving it flexibility to serve both ongoing wealth-management relationships and episodic planning needs. Clients include individuals and families as well as selected institutional or small-business retirement plan relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices