Vantage Wealth Management, LLC

San Mateo, CA

California

Registered In

12/22/2006

Incorp. Date

Company Summary

Vantage Wealth Management, LLC at 66 Bovet Rd STE 310, San Mateo, Ca 94402 lists David Fernelius of San Mateo, CA and Christopher Thomas of San Jose, CA.

Overview

Registered In

California

Incorporation Date

12/22/2006

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

David Fernelius Individual Agent	66 BOVET RD STE 310, SAN MATEO, CA 94402
David Fernelius CEO	66 BOVET RD STE 310, SAN MATEO, CA 94402
Christopher Thomas Manager	2599 WESTGATE AVE, SAN JOSE, CA 95125
John Lee Manager	4014 W OLIVET RD, SANTA ROSA, CA 95401
Brandy Navarro Manager	632 EASTVIEW WAY, REDWOOD CITY, CA 94062
Thomas O'brien Manager	1660 VAN BUREN ST, SAN MATEO, CA 94403
David Fernelius Manager	440 SIXTH ST, HALF MOON BAY, CA 94019

Showing current associates only (7 of 10 total associates). Create a free account to see the full associate history

Map & Locations

66 BOVET RD STE 310, SAN MATEO, CA 94402 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Vantage Wealth Management, LLC

Form 5500

VANTAGE WEALTH MANAGEMENT, LLC

66 Bovet Road #310, San Mateo, Ca 94402 (650) 638-9600 EIN:20-8237164 Plan Admin:John Lee

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameVANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,488,027 / $2,152,180	2023	VANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	11 / 12	$1,488,027 / $2,152,180
2022	Plan NameVANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,457,248 / $1,488,027	2022	VANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	9 / 11	$1,457,248 / $1,488,027
2021	Plan NameVANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,374,928 / $1,457,248	2021	VANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	9 / 9	$1,374,928 / $1,457,248
2020	Plan NameVANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$972,192 / $1,374,928	2020	VANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 9	$972,192 / $1,374,928
2019	Plan NameVANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$622,736 / $972,192	2019	VANTAGE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 8	$622,736 / $972,192

Benefit & Retirement Plans based on Form 5500.

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Address Match:66 Bovet Rd Ste 310 San Mateo, CA

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Address Match:66 Bovet Rd San Mateo, CA

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Person/City Match:Christopher Thomas - San Jose, CA

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Person/City Match:John Lee - Santa Rosa, CA

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Person/City Match:Brandy Navarro - Redwood City, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor