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Vance Wealth

CRD 310162  ·  Santa Clarita, CA  ·  $893.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
310162
SEC number
801-119423
Firm type
RIA
Assets under management
$893.6M as of May 7, 2026
Website
www.instagram.com/vancewealth ↗
Phone
888-775-0950
Address
26491 Summit Circle, Santa Clarita, CA, 91350

Advisors at this firm

11 in our index · page 1 of 1

1–11 of 11

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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