Vantage Wealth Management, LLC Employee Directory

Q: What is Vantage Wealth Management, LLC known for?

Vantage Wealth Management, LLC was founded in 2007. Vantage Wealth Management, LLC operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

Vantage Wealth Management, LLC, an independent financial management firm, oversees the financial affairs for a select group of San Francisco Bay Area clients with offices in San Mateo and San Jose, CA.

Vantage Wealth Management, LLC is registered as an investment advisor with the SEC.

Find Vantage Wealth Management, LLC employees' phone numbers or email addresses

Vantage Wealth Management, LLC Global Highlights

North America
18

United States Of America
18

Asia
1

India
1

Oceania
1

Australia
1

Vantage Wealth Management, LLC's Leadership

X. M. G.
Certified Financial Planner President
Mobile Phone
Email
D. L.
Mobile Phone
Email

Contact profiles from Vantage Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

X. M. G.
Certified Financial Planner President
Mobile Phone
Email
Oct 22, 2024
D. L.
Mobile Phone
Email

Frequently Asked Questions

What is Vantage Wealth Management, LLC known for?

Vantage Wealth Management, LLC was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 66 Bovet Rd, #310 San Mateo, California 94402, US; you can contact the main corporate office by phone at

+1-650-638-****

. Explore Vantage Wealth Management, LLC's company overview page for more information.

What is Vantage Wealth Management, LLC's most common email format?

Vantage Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vantage Wealth Management, LLC email formats with LeadIQ.

How many employees does Vantage Wealth Management, LLC have currently?

Vantage Wealth Management, LLC has approximately 13 employees as of January 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Vantage Wealth Management, LLC's key employees and leadership?

As of January 2026, Vantage Wealth Management, LLC's key employees include:

Certified Financial Planner President: X. M. G.
: D. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.