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 PlanningInvestment ManagementWealth Management
04

Advisors at VANTAGE PRIVATE WEALTH, LLC

1 registered advisor
Matthew David Pietzak
NAPLES, Florida
CFP
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.