A complete list of active advisors currently associated with Vantage Wealth Management LLC

Warmer can help you find a great advisor at Vantage Wealth Management LLC or one who fits your needs even better.

Vantage Wealth Management LLC provides investment management and financial planning to high‑net‑worth individuals and their families, as well as trusts, estates, business entities, charitable organizations, and pension and profit‑sharing plans. Its services include discretionary and non‑discretionary portfolio management, comprehensive financial planning, and the recommendation or retention of third‑party advisers to manage all or portions of client portfolios. The firm tailors investment policies to clients’ goals, risk tolerance, liquidity needs and time horizons and implements broadly diversified, risk‑based portfolios using mutual funds, ETFs, individual equities, fixed income, REITs and cash equivalents with periodic rebalancing. For implementation and back‑office support it commonly uses a third‑party adviser (Focus Partners Advisor Solutions) and recommends Fidelity as custodian, and it acts as a fiduciary when providing retirement account advice. Noteworthy features include a stated account minimum of $1,000,000 and a client base that, as of December 31, 2025, comprised roughly 31 clients and about $54 million in assets, reflecting relatively high assets under management per client compared with many peers. The firm, founded in 2022, relies on outsourced advisor‑solution and custody platforms for portfolio construction, reporting and practice support, and it does not accept authority to vote client securities, which may differ from some comparable advisers.

To learn more about the advisors currently working at Vantage Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.