VANCE WEALTH, INC.

VANCE WEALTH

SANTA CLARITA, California·3 registered advisors·CRD# 310162

SEC# 801-1194232888-775-0950

01

Firm Overview

AUM

$671M

Regulatory assets under management

Employees

18

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: CONSULTING FEES

03

Specialties

Financial Planning Investment Management

04

Advisors at VANCE WEALTH, INC.

3 registered advisors

Christopher Robert Pelch

SANTA CLARITA, California

John Michael Vance

SANTA CLARITA, California

Lisa Anne Maloney

SANTA CLARITA, California

05

Office Locations

SANTA CLARITA, California

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. VANCE WEALTH, INC. (CRD# 310162) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.