Vantalith Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vantalith Wealth Management, LLC is a state‑registered investment adviser that offers discretionary portfolio management, financial planning, consulting, third‑party money management, and retirement services for individuals, high‑net‑worth families, retirement plans, and charitable organizations. The firm is newly formed and currently reports no regulatory assets under management and no active advisory personnel registered with securities authorities.
Vantalith manages individual portfolios using internally developed proprietary models and a mix of equities, mutual funds, ETFs, options, and, when appropriate, alternative investments, and may hold meaningful cash positions as part of its strategy. Financial planning is provided as a separate written deliverable (not automatically implemented) and the firm offers both fixed‑price and hourly planning engagements rather than relying solely on asset‑based planning fees.
The firm discloses that certain advisory representatives are licensed insurance agents and may implement insurance solutions outside the advisory agreement, which can generate commission compensation and is a notable affiliation relative to many peers. Vantalith does not operate private funds or accept performance‑based fees, uses third‑party technology for reporting and administrative support, and generally recommends a custodian relationship intended to combine custody, execution, and ancillary services.
Client services
Expertise
Fee options
Fixed fees for financial planning generally up to $25,000 depending on scope and complexity
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% $20,000,001+: 0.50%
Up to $750 per hour for financial planning
Account minimum: $500,000 Fee-only: Fixed fees for financial planning services generally not exceeding $25,000; Hourly fees up to $750/hour
Main office
Colorado Springs CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Vantalith Wealth · Vantalith Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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