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Vantage Wealth Management, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Vantage Wealth Management, LLC operates as an independent financial management practice. The firm serves a select group of clients in the San Francisco Bay Area and maintains offices in San Mateo and San Jose. It is registered as an investment adviser with the U.S. Securities and Exchange Commission, placing its advice within a federal regulatory framework.\n\nOperating in the financial services field, the company provides fiduciary oversight and tailored financial management for its clients. Its Bay Area focus situates it among local providers offering personalized wealth-management services from its California offices.

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

Vantage Wealth Management, LLC Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Asia
1

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  • India
    1

Oceania
1

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  • Australia
    1

Vantage Wealth Management, LLC's Leadership

  • Stylized image of a person
    X. M. G.
    Certified Financial Planner President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    Phone icon
    Mobile Phone

Vantage Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Vantage Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    X. M. G.
    Certified Financial Planner President
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    D. L.
    Phone icon
    Mobile Phone

Frequently Asked Questions

What is Vantage Wealth Management, LLC known for?

Minus sign iconPlus sign iconVantage Wealth Management, LLC was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 66 Bovet Road #310 San Mateo, California 94402 United States; 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?

Minus sign iconPlus sign iconVantage 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?

Minus sign iconPlus sign iconVantage Wealth Management, LLC has approximately 14 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

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

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

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

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