VANCE WEALTH

26491 Summit Circle
Santa Clarita, California 91350
Tel: 888-775-0950

About VANCE WEALTH

VANCE WEALTH, formally registered with the SEC as VANCE WEALTH. The firm was established in 09/09/2020. They have over 4 offices throughout the country.

VANCE WEALTH is a Santa Clarita, California based Financial Planning firm with nearly $736,109,579 assets under management, offering retirement planning & investment advisory services to 1481 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310162
SEC#	801-119423
Assets Managed by Firm	$736,109,579
No. of Clients	1481
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CONSULTING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1481	$736,109,579
Individuals (other than high net worth individuals)	212	$103,760,127
High net worth individuals	163	$514,329,822
Pension and profit sharing plans	47	$117,050,266
Charitable organizations	Fewer than 5 clients	$969,364

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