Hedge Fund Database

VANCE WEALTH

VANCE WEALTH, INC. Legal Name

Adviser information for VANCE WEALTH last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 18
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 10
Licensed Agents of an Insurance Company 7
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,298 $592.5M
Non-Discretionary 47 $78.3M
Total 1,345 $670.8M

Clients

Type Number RAUM
Individuals 199 $94.8M
HNW Individuals 157 $495.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 46 $78.3M
Charitable organizations <5 $2.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesCONSULTING SERVICES
Compensation % of AUMHourly chargesFixed feesCONSULTING FEES
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-119423
SEC ERA File Number 801-119423
SEC CIK Numbers 1910854
SEC CRD Numbers 310162
Legal Entity Identifier None

Principal Office

26491 SUMMIT CIRCLE
SANTA CLARITA
CA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 888-775-0950, Fax: (661) 775-0956

Websites

www.instagram.com/vancewealth/ www.vancewealth.com www.advanced401k.com www.facebook.com/vancewealth/ www.linkedin.com/in/vancewealth/ taxsavings.simplify-365.com twitter.com/vancewealth www.youtube.com/channel/ucchmf5wzmbtsvudjnrul9gw

Chief Compliance Officer

CHRISTOPHER PELCH
CHIEF OPERATING OFFICER
26491 SUMMIT CIRCLE
SANTA CLARITA
CA
United States
Tel: 888-775-0950
(Full email address available in API data)

Regulatory Contact

JOHN VANCE
PRESIDENT
26491 SUMMIT CIRCLE
SANTA CLARITA
CA
United States
Tel: 888-775-0950

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
VANCE, JOHN, MICHAEL Individual – PRESIDENT 07/2020 > 75%
PELCH, CHRISTOPHER, ROBERT Individual – CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER 03/2021 < 5%

No. Employees, Historic

2010020202021202220232024202510 on 8/10/202010 on 8/14/202010 on 9/30/202010 on 10/1/202010 on 10/6/202011 on 12/24/202011 on 3/24/202114 on 3/28/202214 on 11/30/202218 on 3/23/202318 on 6/26/202318 on 7/28/202318 on 3/26/2024

RAUM, Historic

700M350M02020202120222023202420250 on 8/10/20200 on 8/14/20200 on 9/30/20200 on 10/1/20200 on 10/6/2020335870262 on 12/24/2020355962567 on 3/24/2021506042352 on 3/28/2022506042352 on 11/30/2022448745782 on 3/23/2023448745782 on 6/26/2023448745782 on 7/28/2023670810625 on 3/26/2024

No. Clients, Historic

50025002020202120222023202420250 on 8/10/20200 on 8/14/20200 on 9/30/20200 on 10/1/20200 on 10/6/2020256 on 12/24/2020261 on 3/24/2021322 on 3/28/2022322 on 11/30/2022347 on 3/23/2023347 on 6/26/2023347 on 7/28/2023402 on 3/26/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 395K 4K –
ALPHABET INC CAP STK CL C 545K 3K –
ALPHABET INC CAP STK CL A 563K 3K –
AMAZON COM INC COM 3M 13K –
APPLE INC COM 8M 40K –
BANK AMERICA CORP COM 588K 15K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 8K –
BERKSHIRE HATHAWAY INC DEL CL A 612K 1 –
BITWISE BITCOIN ETF TR SHS BEN INT 682K 21K –
CBRE GROUP INC CL A 852K 10K –
CHEVRON CORP NEW COM 589K 4K –
CONOCOPHILLIPS COM 307K 3K –
COSTCO WHSL CORP NEW COM 750K 883 –
DEERE & CO COM 367K 982 –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 53M 2M –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 7M 250K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 27M 1M –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 1M 53K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 749K 30K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 1M 34K –
DIMENSIONAL ETF TRUST US EQUITY ETF 306K 5K –
DIMENSIONAL ETF TRUST US TARGETED VLU 638K 12K –
DISNEY WALT CO COM 858K 9K –
ELI LILLY & CO COM 407K 450 –
EQUINIX INC COM 557K 736 –
EXXON MOBIL CORP COM 739K 6K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 135K 21K –
INTUIT COM 722K 1K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 6M 32K –
INVESCO QQQ TR UNIT SER 1 5M 11K –
ISHARES INC CORE MSCI EMKT 5M 85K –
ISHARES TR EAFE GRWTH ETF 3M 28K –
ISHARES TR EAFE VALUE ETF 4M 70K –
ISHARES TR S&P MC 400GR ETF 3M 29K –
ISHARES TR S&P MC 400VL ETF 3M 26K –
ISHARES TR EAFE SML CP ETF 2M 39K –
ISHARES TR RUS 2000 GRW ETF 3M 10K –
ISHARES TR RUS MDCP VAL ETF 5M 42K –
ISHARES TR RUS 2000 VAL ETF 3M 20K –
ISHARES TR RUS MD CP GR ETF 6M 54K –
ISHARES TR MSCI INTL VLU FT 2M 88K –
ISHARES TR MSCI EMG MKT ETF 2M 57K –
ISHARES TR RUS 1000 GRW ETF 3M 8K –
ISHARES TR RUS 1000 VAL ETF 1M 7K –
ISHARES TR IBONDS DEC24 ETF 234K 9K –
ISHARES U S ETF TR BLACKROCK SH DUR 244K 5K –
JOHNSON & JOHNSON COM 3M 19K –
JPMORGAN CHASE & CO. COM 526K 3K –
LOTTERY COM INC *W EXP 10/15/202 423 38K –
MEDTRONIC PLC SHS 4M 56K –
META PLATFORMS INC CL A 1M 3K –
MICROSOFT CORP COM 2M 4K –
NETFLIX INC COM 608K 901 –
NORFOLK SOUTHN CORP COM 258K 1K –
NVIDIA CORPORATION COM 2M 15K –
PAYPAL HLDGS INC COM 298K 5K –
PEPSICO INC COM 302K 2K –
PROCTER AND GAMBLE CO COM 14M 87K –
REALTY INCOME CORP COM 297K 6K –
SEMPRA COM 412K 5K –
SOUTHERN CALIF BANCORP COM 552K 41K –
SPDR GOLD TR GOLD SHS 351K 2K –
SPDR S&P 500 ETF TR TR UNIT 882K 2K –
SPDR SER TR PRTFLO S&P500 VL 3M 71K –
SPDR SER TR S&P 600 SMCP GRW 916K 11K –
SPDR SER TR PRTFLO S&P500 GW 3M 32K –
SUMMIT THERAPEUTICS INC COM 306K 39K –
TESLA INC COM 2M 10K –
TEXAS INSTRS INC COM 324K 2K –
UBER TECHNOLOGIES INC COM 506K 7K –
UNITED PARCEL SERVICE INC CL B 406K 3K –
UNITED PARKS & RESORTS INC COM 224K 4K –
VANGUARD BD INDEX FDS INTERMED TERM 304K 4K –
VANGUARD BD INDEX FDS SHORT TRM BOND 260K 3K –
VANGUARD INDEX FDS SM CP VAL ETF 2M 12K –
VANGUARD INDEX FDS TOTAL STK MKT 278K 1K –
VANGUARD INDEX FDS EXTEND MKT ETF 201K 1K –
VANGUARD INDEX FDS GROWTH ETF 556K 1K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 1M 13K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 343K 6K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 11M 121K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 7M 97K –
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 396K 2K –
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 395K 3K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 209K 1K –
VANGUARD WHITEHALL FDS INTL DVD ETF 2M 27K –
VISA INC COM CL A 294K 1K –
WALMART INC COM 311K 5K –
WISDOMTREE TR INTL LRGCAP DV 312K 6K –
WISDOMTREE TR US SMALLCAP DIVD 241K 8K –