Vantage Wealth Employee Directory

Q: What is Vantage Wealth known for?

Vantage Wealth was founded in 1993. Vantage Wealth operates in the Investment Management industry.

Q: How many employees does Vantage Wealth have currently?

Vantage Wealth has approximately 4 employees.

Q: Who are Vantage Wealth's key employees and leadership?

Vantage Wealth's key employees include: President: D. L. S..

Investment ManagementCalifornia, United States2-10 Employees

Vantage Wealth provides tailored investment management and unbiased financial planning services to a select clientele. Our mission is to deliver unbiased financial solutions that help clients realize their lifelong aspirations. Vantage Wealth is focused on helping clients realize their life goals and a good night's sleep by achieving their long-term financial objectives. High-quality service, trusted investment advice and ongoing communication between client and the firm's principals are hallmarks that distinguish our firm.
 
Our mission is to deliver comprehensive financial solutions that help clients realize their lifelong aspirations.
 
Services include:

Investment Management
Asset Allocation
Charitable Planning 
Trust and Estate Planning Review 
Education Planning 
Retirement Planning 
IRA and IRA Estate Planning 
Tax and Insurance Review

and more ...

Find Vantage Wealth employees' phone numbers or email addresses

Vantage Wealth Global Highlights

North America
7

United States Of America
7

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Vantage Wealth's Leadership

D. L. S.
President
Mobile Phone
Email
A. T.
Portfolio Manager
Mobile Phone
Email
A. N.
Mobile Phone
Email
C. B.
Mobile Phone
Email

Contact profiles from Vantage Wealth

Name

Title

Contact Info

Location

Last Update

D. L. S.
President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
A. T.
Portfolio Manager
Mobile Phone
Email
Oct 30, 2024
A. N.
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
C. B.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Vantage Wealth known for?

Vantage Wealth was founded in 1993 operates in the Investment Management industry. The company's main headquarters is located in 125 North Raymond Avenue, Suite 309; you can contact the main corporate office by phone at

+1-626-844-****

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

What is Vantage Wealth's most common email format?

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

How many employees does Vantage Wealth have currently?

Vantage Wealth has approximately 4 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Vantage Wealth's key employees and leadership?

As of December 2025, Vantage Wealth's key employees include:

President: D. L. S.
Portfolio Manager: A. T.
: A. N.
: C. B.

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