Vantage Wealth Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1993

Year Founded

  • Professionals
  • 4

Professionals

  • AUM

Vantage Wealth General Information

Description

Vantage Wealth is a wealth management firm based in Pasadena, California. Established in 1993, the firm provides investment management and financial planning services to a select clientele. The firm's activities include investment management and financial planning services such as asset allocation, retirement planning, estate and trust review, charitable planning, education funding strategies, and tax and insurance analysis. The assets are managed by the executive management team. The firm is a Registered Investment Advisor (RIA).

Contact Information

Website
www.vantagewealth.com
Formerly Known As
Osher Van de Voorde Investment Management
Year Founded
1993
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Portfolio Manager and Director of Investment Operations
Email
at
Phone
+1 (626)
Corporate Office
  • 125 North Raymond Avenue
  • Suite 309
  • Pasadena, CA 91103
  • United States
+1 (626)

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Vantage Wealth Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Vantage Wealth Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Vantage Wealth FAQs

  • When was Vantage Wealth founded?

    Vantage Wealth was founded in 1993.

  • Where is Vantage Wealth headquartered?

    Vantage Wealth is headquartered in Pasadena, CA.

  • How many Assets Under Management (AUM) does Vantage Wealth have?

    Vantage Wealth has in assets under management.

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