Vantage Wealth Planning
Vantage Wealth Planning is an SEC-registered mass-market adviser in Reno, NV with $264.7M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Vantage Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173929, SEC 801-126100, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $264.7M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Reno, NV
- Employees
- 4
- Clients
- 406
- CRD
- 173929
- Ownership
- MCCANN, KYLE, R; MATHEWS, BENSON, PATRICK
How much AUM does Vantage Wealth Planning have?
Vantage Wealth Planning reported $264.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Vantage Wealth Planning?
Disclosed owners and executives of Vantage Wealth Planning include MCCANN, KYLE, R, MATHEWS, BENSON, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.