Vance Wealth, Llc
- Regulatory AUM
- $894M
- Discretionary
- $785M
- Clients
- 428
- Avg AUM / client
- $2.1M
- Accounts
- 1,568
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 195 | $120M | 13.4% |
| High net worth individuals | 185 | $637M | 71.3% |
| Pension and profit sharing plans | 48 | $135M | 15.1% |
| Charitable organizations | Fewer than 5 clients | $1.1M | 0.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Saticoy Lemon Association 401(k) / Profit Sharing Plan Saticoy Lemon Association | 2024 | |
| Taft Electric Company, Inc. 401(k) Profit Sharing Plan Taft Electric Company, Inc. | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Michael Vance | President | CFP | Jul 2020 (6y) | 75% or more |
| Christopher Robert Pelch | Chief Compliance Officer And Chief Operating Officer | Mar 2021 (5y) | Less than 5% | |
| Jerrod James Ferguson | Registered representative | CFP | Sep 2020 (6y) | |
| Carrisa Flores | Registered representative | CFP | Apr 2023 (3y) | |
| Zachary Oliver Johnson | Registered representative | Apr 2024 (2y) | ||
| Niall Brennan Shaffery | Registered representative | CFP | Jan 2025 (2y) | |
| Jason Paul Lane | Registered representative | Jan 2025 (2y) | ||
| Tyler Steven Tilton | Registered representative | CFP | Jan 2025 (2y) | |
| Anthony Roy James Goring | Registered representative | Jan 2025 (2y) | ||
| Bronson Stanley Feuer | Registered representative | CFP | Mar 2025 (1y) | |
| Lucas Joseph Mendoza | Registered representative | Mar 2026 (0y) | ||
| Calvin Dean Hedman | Registered representative | Jul 2026 (0y) | ||
| Sierra Alessandra Cappella | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Saticoy Lemon Association 401(k) / Profit Sharing Plan | Saticoy Lemon Association | 232 | $20.0M | 01/01/2024 |
| Taft Electric Company, Inc. 401(k) Profit Sharing Plan | Taft Electric Company, Inc. | 158 | $15.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 962 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • CONSULTING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $752M (84% of AUM) May 2026
- Raymond James $449M (100% of AUM) Jul 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗