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 LLC is an independent registered investment adviser that entered SEC registration in 2022 and is structured as an LLC owned by an individual. The firm serves private individuals and families as well as some institutional relationships, offering financial planning and portfolio management services tailored to individuals and small businesses. Its billing is a mix of percentage-of-AUM, hourly, and fixed fees. Vantage reports being an active ESG investor and does not operate as a capital allocator, pension consultant, related adviser, or a multi-state adviser.
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 3KYLE MCCANN
PrincipalCRD 5276018
Amy Nelson
Associate PlannerCRD 8001517
BENSON MATHEWS
Certified Financial PlannerCRD 4574483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$190M in ETFs
99%
$188M
<1%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $28.4M | 385,737 | 14.98% |
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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