# Vantage Wealth Management LLC

> Vantage Wealth Management LLC is a state-registered investment advisory firm in Aventura, FL, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 179535
- Filed as: VANTAGE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/179535
- AdvisorCensus page: https://advisorcensus.com/firm/vantage-wealth-management-llc-aventura-fl-179535

## Quick answers

**How is Vantage Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vantage Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vantage Wealth Management LLC located?**
Vantage Wealth Management LLC's principal office is in Aventura, FL, according to its Form ADV.

**Is Vantage Wealth Management LLC registered with the SEC or a state?**
Vantage Wealth Management LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 179535.

**How much does Vantage Wealth Management LLC manage?**
Vantage Wealth Management LLC reports $67,000,000 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Vantage Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); corporations or other businesses not listed above (6).

**Does Vantage Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/179535

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $67,000,000
- Discretionary: $67,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 50 | $52,500,000 |
| Corporations or other businesses not listed above | 6 | $14,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, NY, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vantage Wealth Management LLC (CRD 179535): Form ADV filing data as of October 2026.