Vantage Wealth Management LLC
Legal Name: VANTAGE WEALTH MANAGEMENT, LLC
Full Contact Details
Vantage Wealth Management LLC
66 BOVET ROAD, STE. 310, SAN MATEO, CA
650-638-9600
650-638-9604
Other Info
Vantage Wealth Management, LLC, a California-based limited liability company, has been providing advisory services since its registration with the SEC on January 4, 2010. With a team of 7 employees, 6 of whom hold advisory roles, this firm's number of clients served remains unknown. Nonetheless, it's SEC status is documented as approved, remaining in compliance with regulatory guidelines.
Vantage Wealth Management
top of pageWho we areWhat we doWhen you need usContactMoreUse tab to navigate through the menu items.You are not a cookie. We are not cookie cutters.Objective and comprehensive financial services—designed just for you.MEET OUR TEAM “What’s important to you?”At Vantage Wealth Management, LLC,…
Direct Owners
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BRANDY MICHELE MARTINEZ NAVARRO
MEMBER owns more than 10% but less than 25%
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CHRISTOPHER JOHN THOMAS
MEMBER owns more than 10% but less than 25%
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DAVID VAL FERNELIUS
MANAGING MEMBER owns more than 25% but less than 50%
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JOHN D LEE
MEMBER owns more than 25% but less than 50%
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MITONE MENDEZONA GRIFFITHS
CHIEF COMPLIANCE OFFICER owns less than 5%
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