Vantage Wealth Management
Financial Services • 
Sunnyvale, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Sunnyvale, Texas, United States |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Asset Allocation, Education, Retirement Planning, Wealth Transfer, Financial Planning, Pension Analysis, Investment Strategy, Social Security, Charitable Giving, Asset Location, Tax-Efficent Investing, Retirement Income Strategy, Savings Strategy, Family Conversations |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Vantage Wealth Management
Weston Haaf
Owner | Wealth Manager
About Vantage Wealth Management
I am a CERTIFIED FINANCIAL PLANNER™ professional and owner of Vantage Wealth Management based in Sunnyvale, TX. I have over a decade of financial planning experience. While proper planning requires a high level of technical knowledge and expertise, I believe everything starts with a relationship and understanding of each individual's values, priorities, and emotions. As a fiduciary, I take the time to truly know my clients so I can help make the decisions that matter most in their financial lives. Phone: (214) 395-6590 Email: weston@vantagewm.com https://www.vantagewm.com
Vantage Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Vantage Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Vantage Wealth Management has never raised funding before.
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