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VANCE WEALTH
Legal name: VANCE WEALTH, LLC
CRD 310162File 801-119423
APPROVED
Retail clients
Filing as of May 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$893.6M
Above cohort median (national)
Discretionary AUM
$784.8M
Non-discretionary $108.7M
Clients
428
1,568 accounts
Employees
22
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 9, 2020
- Principal office
- 26491 SUMMIT CIRCLE, SANTA CLARITA, CA, 91350
- Phone
- 888-775-0950
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $893.6M
- Discretionary AUM
- $784.8M
- Non-discretionary AUM
- $108.7M
- Discretionary accounts
- 1,515
- Non-discretionary accounts
- 53
- Total accounts
- 1,568
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 185 | $637.4M |
| Pension and profit sharing plans | 48 | $135.3M |
| Individuals (other than high net worth individuals) | 195 | $119.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.