Vance Wealth
Firm details
- Headquarters
- Santa Clarita, California
- CRD number
- 310162
- Registered since
- September 9, 2020
- Website
- vancewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI71.34%
- Pension & Profit Sharing Plans15.14%
- Individuals13.4%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vance Wealth is an independent registered investment adviser formed as an LLC and SEC-registered in 2020. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker. Ownership is a mix of domestic entity and individual ownership. Vance Wealth charges fees by percentage of AUM and also uses hourly and fixed-fee arrangements alongside other fee structures. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents15%
- US Government Bonds9%
- State & Local Bonds1%
Owners & executives
1 of 1
Christopher Pelch
Chief Operating OfficerCRD 6106079
Contacts
3 of 13
Zachary Johnson
Client Service AssociateCRD 7904898
Jason Lane
Wealth AdvisorCRD 6093212
Nicole Lewis
Registered AssociateCRD 4939916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$361M in ETFs
35%
$125M
65%
$236M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $89M | 2,006,543 | 24.67% |
Location
Santa Clarita, CA
Los Angeles
Location
Santa Clarita, CA
Headquartered in Santa Clarita, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 26491 Summit Cir
- Time zone
- PT (UTC-8)
- Office locations
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