Vantage Wealth Management, LLC

CRD 152374 · San Mateo, CA · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 152374
SEC number: 801-70921
Firm type: RIA
Assets under management: $1.1B as of Mar 13, 2026
Website: www.linkedin.com/in/obrientom ↗
Phone: 650-638-9600
Address: 66 Bovet Road, San Mateo, CA, 94402

Advisors at this firm

6 in our index · page 1 of 1

David Val FerneliusCRD 2006559 · San Mateo, CA

IA RegisteredRegistration inactive
Mitone Mendezona GriffithsCRD 5433952 · San Mateo, CA

IA RegisteredRegistration inactive
John D LeeCRD 5204771 · San Mateo, CA

IA RegisteredRegistration inactive
Brandy Michele Martinez NavarroCRD 4430790 · San Mateo, CA

IA RegisteredRegistration inactive
Tom O'brienCRD 5529111 · San Mateo, CA

IA RegisteredRegistration inactive
Robert Frankland StaffordCRD 4671748 · San Mateo, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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