Vantage Wealth Planning
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 173929
- Registered since
- July 15, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.09%
- Individuals29.67%
- Pension & Profit Sharing Plans3.87%
- Corporations / Businesses1.27%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vantage Wealth Planning is an independent registered investment adviser structured as an LLC. The firm is SEC-registered (registered in 2022) and appears to be owner-operated. Its client mix spans individuals and families as well as some institutional relationships. Core services emphasize financial planning and discretionary portfolio management for individuals and small businesses. Compensation is flexible across percentage-of-AUM billing, hourly charges, and fixed fees. The firm identifies as an active ESG investor and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$226M in ETFs
99%
$224M
<1%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $32.7M | 465,635 | 14.47% |
Location
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 3748 Lakeside Dr
- Time zone
- PT (UTC-8)
- Office locations
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