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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 Oct 1, 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
- Website
- http://www.vancewealth.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 22 | increased by3 |
| Apr 1, 2026 | Clients | 422 | 428 | increased by6 |
| Apr 1, 2026 | AUM | $736,109,579 | $893,563,375 | increased by$157,453,796 |
| Apr 1, 2026 | Accounts | 1,481 | 1,568 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 19 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 322 | 422 | increased by100 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $506,042,352 | $736,109,579 | increased by$230,067,227 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,118 | 1,481 | increased by363 |
| Apr 1, 2022 | Employees | 11 | 14 | increased by3 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 261 | 322 | increased by61 |
| Apr 1, 2022 | AUM | $355,962,567 | $506,042,352 | increased by$150,079,785 |
| Apr 1, 2022 | Accounts | 843 | 1,118 | increased by275 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VANCE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VANCE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.