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Wealth Manager • Carlsbad, United States

Vantedge Wealth Management

Vantedge Wealth Management is a wealth manager based in Carlsbad, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$550M
Assets Under Mgmt
Wealth Manager
Investor Type
Carlsbad, United States
Headquarters
About

Vantedge Wealth Management

Vantedge Wealth Management offers investment management along with retirement, financial, estate and insurance planning services.

Investment Focus

What Vantedge Wealth Management Invests In

Investment types: Growth, Balanced

Sectors & themes: Business Services, Insurance, Financial Services, Diversified, Real Estate

Preferred geographies: North America

Location: 1921 Palomar Oaks Way #100 A\nCarlsbad\nCalifornia\n92008\nUnited States

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.