Vantage Wealth Planning
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 173929
- Registered since
- July 15, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.09%
- Individuals29.67%
- Pension & Profit Sharing Plans3.87%
- Corporations / Businesses1.27%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vantage Wealth Planning is an independent registered investment adviser structured as an LLC and owner-operated. The firm registered with the SEC in 2022 and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation comes through a mix of AUM-based fees, hourly charges, and fixed fees. Vantage identifies as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Kyle Mccann
PrincipalCRD 5276018
Amy Nelson
Associate PlannerCRD 8001517
Benson Mathews
Certified Financial PlannerCRD 4574483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$224M in ETFs
99%
$222M
<1%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $31.9M | 434,192 | 14.25% |
Location
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 3748 Lakeside Dr
- Time zone
- PT (UTC-8)
- Office locations
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