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VANTAGE PRIVATE WEALTH, LLC
VANTAGE PRIVATE WEALTH, LLC
NAPLES, Florida
·
1 registered advisor
·
CRD# 285748
SEC# 801-108841
(239) 236-4333
01
Firm Overview
AUM
$18M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VANTAGE PRIVATE WEALTH, LLC
1 registered advisor
Matthew David Pietzak
NAPLES, Florida
CFP
CRD# 4041710
05
Office Locations
NAPLES, Florida
1 advisor
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Data sourced from SEC Form ADV filings. VANTAGE PRIVATE WEALTH, LLC (CRD# 285748) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.