Where are Vantage Wealth employees located globally?

Vantage Wealth has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Vantage Wealth's team size changed over time?

Vantage Wealth's team has remained stable from approximately 4 to 4 employees based on available data.

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Vantage Wealth Employee Directory

Q: Who are Vantage Wealth's key employees and leadership?

Vantage Wealth's key employees include: President: D. L. S..

Investment ManagementCalifornia, United States2-10 Employees

Vantage Wealth is a Pasadena-based investment management firm that provides tailored investment management along with unbiased financial planning for a selective clientele. Its approach centers on delivering unbiased financial solutions aimed at helping clients achieve long-term objectives and a sense of security. The firm emphasizes high-quality service and ongoing communication between clients and the firm's principals.

Its range of services covers investment management, asset allocation, charitable planning, estate and trust planning reviews, education planning, retirement planning, IRA-related planning, and tax and insurance reviews. In March 2026, Summitry, LLC announced the acquisition of Vantage Wealth, a Pasadena-based registered investment adviser.

Vantage Wealth Global Highlights

North America
6

United States Of America
6

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Vantage Wealth's Leadership

D. L. S.
President
Mobile Phone
Email
A. T.
Portfolio Manager
Mobile Phone
Email
A. N.
Mobile Phone
Email
C. B.
Mobile Phone
Email

Vantage Wealth Employee Metrics

100%

50%

2026

2025

Banking
Business
Entrepreneurship
Accounting
Administrative
Other

Contact profiles from Vantage Wealth

Name

Title

Contact Info

Location

Last Update

D. L. S.
President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
A. T.
Portfolio Manager
Mobile Phone
Email
Jun 08, 2026
A. N.
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
C. B.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Vantage Wealth known for?

Vantage Wealth was founded in 1993 operates in the Investment Management industry. The company's main headquarters is located in 125 North Raymond Avenue Suite 309 Pasadena, California 91103 United States; you can contact the main corporate office by phone at

+1-626-844-****

. Explore Vantage Wealth's company overview page for more information.

What is Vantage Wealth's most common email format?

Vantage Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vantage Wealth email formats with LeadIQ.

How many employees does Vantage Wealth have currently?

Vantage Wealth has approximately 4 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Vantage Wealth's key employees and leadership?

As of April 2026, Vantage Wealth's key employees include:

President: D. L. S.
Portfolio Manager: A. T.
: A. N.
: C. B.

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Vantage Wealth Employee Directory

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