RIA IntelAdvisersTexasVANTAGE WEALTH MANAGEMENT LLC

VANTAGE WEALTH MANAGEMENT LLC

Advisory

TX

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in TX
#1,712
of 2,813 advisers by AUM
Average account
$553K
across 98 accounts
AUM per adviser
$54M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$54M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$54M
Discretionary AUM$54M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients31
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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