# Vantage Wealth Management

Vantage Wealth Management is a Bank / Wealth / Trust based in San Mateo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Mateo, United States
- **Region:** North America
- **Address:** San Mateo, CA, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** vantagewealthmgmt.net
- **LinkedIn:** https://www.linkedin.com/company/vantage-wealth-management-llc

## Regulatory record

- **CRD number:** 152374
- **SEC file number:** 801-70921
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152374

## About

Founded in 2007 and headquartered in San Mateo, California, Vantage Wealth Management operates as a registered investment advisor serving a client base that spans individuals, high-net-worth families, trusts, charitable organizations, and corporate entities. The firm's longevity places it among the post-financial-crisis cohort of RIAs that built practices on fiduciary positioning rather than transactional brokerage models, though its specific founding team and principal ownership structure remain opaque in public filings. The firm is registered with the SEC, which imposes a fiduciary standard on its client relationships but does not reveal individual portfolio construction. Without named portfolio holdings or disclosed strategy documents, the deployment shape defaults to what its ADV filing implies: customized individual-account management rather than commingled fund structures. The firm's scale remains undisclosed — no public AUM figure, no published headcount, no additional office locations beyond the San Mateo headquarters. Adjacent vehicles such as philanthropic foundations, real-asset arms, or private-fund structures do not appear in available records. The RIA's website and LinkedIn presence offer minimal operational detail, a profile consistent with a firm that grows through professional-referral networks and multi-generational client relationships rather than institutional marketing or GP fundraising. No dated operational event from the last 24 months is verifiable from public sources. Vantage's structural posture as a fiduciary RIA — rather than a broker-dealer or hybrid — constitutes its primary differentiator in a region dense with both wirehouse advisors and venture-backed wealth-tech platforms.

## Related profiles

- [Vantage Point Financial](https://altss.com/profile/vantage-point-financial)
- [Vantage Wealth Planning](https://altss.com/profile/vantage-wealth-planning)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/vantage-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology