Vantage Wealth Management LLC
Flat / fixed fees in Aventura, FL
State registeredNo commissions reported
Public-record details
- Address
- 3300 Ne 188th Street, Unit 918, Aventura, FL 33180
- Phone
- (917) 647-9052
- Listed under
- Flat / fixed fees, % of assets managed
- CRD number
- 179535
- Registration
- State registered: CA, CO, FL, NY, TN
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $67.0 million
- Accounts managed
- 56
- Clients reported (Form ADV 5.D)
- 56
- Individual / high-net-worth clients
- 0 / 50
- Employees
- 2
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-01-20
Read the official record
- SEC IAPD summary for CRD 179535 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Aventura
1818 Private Client Group, LLCSEC registeredNo commissions reportedActivest Wealth Management, LLCSEC registeredNo commissions reportedAventura Private Wealth, LLCSEC registeredNo commissions reportedAxxets WmSEC registeredNo commissions reportedB1 FinancialState registeredNo commissions reportedCv Advisors LLCSEC registeredNo commissions reportedEvolution Wealth Advisors, LLCSEC registeredNo commissions reportedFitzroy Investment Advisors LLCSEC registeredNo commissions reported