Investment adviser · CRD 285748

VANTAGE PRIVATE WEALTH, LLC

Investment adviser filing (IA)

NAPLES, FL, United States · Form ADV filed May 24, 2017

Regulatory AUM
$18.1M
Form ADV · Item 5.F
Client accounts
27
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 24, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

500 5TH AVENUE SOUTH, SUITE 509
NAPLES, FL, 34102, United States

CRD 285748

Filing source

Form ADV 1117743 · May 24, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.