Wealth Manager
    SEC Registered
    Manages Private Funds

    Vantage Wealth Planning

    Registered investment advisor · Reno, Nevada · CRD #173929

    Assets Under Management
    $265M
    Client Accounts
    829
    Employees
    4
    CRD Number
    173929
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Vantage Wealth Planning

    Vantage Wealth Planning is a SEC-registered investment advisory firm headquartered in Reno, Nevada, managing approximately $265M in regulatory assets across 829 client accounts. The firm's full regulatory record is filed with the SEC under CRD #173929.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Vantage Wealth Planning

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    Frequently Asked Questions

    What is Vantage Wealth Planning's AUM?

    Vantage Wealth Planning reports approximately $265M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Vantage Wealth Planning headquartered?

    Vantage Wealth Planning is headquartered in Reno, Nevada.

    What is Vantage Wealth Planning's CRD number?

    Vantage Wealth Planning's CRD number is 173929. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Vantage Wealth Planning manage?

    Vantage Wealth Planning manages approximately 829 client accounts according to its latest SEC filing.

    Is Vantage Wealth Planning SEC registered?

    Yes, Vantage Wealth Planning is registered with the SEC as an investment adviser with an approved registration status.

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