DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Vantage Wealth Planning
Legal name Krm Wealth Management L.L.C.
Latest filing Mar 11, 2026
First filing on the tape Jun 15, 2022 · 10 filings
SEC status approved since Jul 15, 2022
RAUM
$265M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$251M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$88.2M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$265M as of Mar 11, 2026
Mar 25, 2023$135M then
HNW client RAUM$172M as of Mar 11, 2026
Mar 25, 2023$78.0M then
State-registered IARs (5.B.3)3 as of Mar 11, 2026
Mar 25, 20232 then
Employees (5.A)4 as of Mar 11, 2026
Mar 25, 20232 then
Private funds: no history
RAUM +33% over the last fiscal year+25% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $88.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 133derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $319,266derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $60.2M, 168 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$172M65%
- Individuals$78.5M30%
- Pension and profit-sharing plans$10.3M3.9%
- Corporations and businesses$3.4M1.3%
- Charitable organizations$257,4570.1%
- Individual clients
- 299reported
- HNW clients
- 99reported
- Pension plan clients
- 8reported
- Charitable clients
- n/areported
- Accounts
- 829reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $60.2M for 168 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kyle R MccannCertified Financial Planner | Reno, Nv | Jan 15, 2015 | 19 y | 2 |
| Benson Patrick MathewsCertified Financial Planner | Reno, Nv | Oct 24, 2017 | 23 y | 7 |
| Amy Louise Nelson | Reno, Nv | Oct 30, 2024 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Benson Patrick Mathews from Advice And Planning ServicesOct 24, 2017 · Other
- Kyle R Mccann from Advowealth Advisors, LLCJan 15, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Patrick Benson Mathews · General Partnercontrolsince 12/2018 · owns 50% to 75%
- R Kyle Mccann · Managing Member And Chief Compliance Officercontrolsince 11/2014 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Reno, Nv · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 731 to 829Mar 18, 2025 to Mar 11, 2026
- HNW clients · 84 to 99Mar 18, 2025 to Mar 11, 2026
- Individual clients · 275 to 299Mar 18, 2025 to Mar 11, 2026
- Assets in custody · $71.0M to $60.2MMar 18, 2025 to Mar 11, 2026
- Employees · 3 to 4Mar 18, 2025 to Mar 11, 2026
- Financial planning clients · 101-250 to 251-500Mar 18, 2025 to Mar 11, 2026
- Discretionary RAUM · $199M to $265MMar 18, 2025 to Mar 11, 2026
- HNW RAUM · $124M to $172MMar 18, 2025 to Mar 11, 2026
- Individual RAUM · $63.6M to $78.5MMar 18, 2025 to Mar 11, 2026
- Pension RAUM · $8.0M to $10.3MMar 18, 2025 to Mar 11, 2026
- RAUM · $199M to $265MMar 18, 2025 to Mar 11, 2026
- Accounts · 663 to 731Mar 23, 2024 to Mar 18, 2025
- Advisory employees · 2 to 3Mar 23, 2024 to Mar 18, 2025
- HNW clients · 64 to 84Mar 23, 2024 to Mar 18, 2025
- Individual clients · 278 to 275Mar 23, 2024 to Mar 18, 2025
- Pension plan clients · 9 to 8Mar 23, 2024 to Mar 18, 2025
- Assets in custody · $11.7M to $71.0MMar 23, 2024 to Mar 18, 2025
- Employees · 2 to 3Mar 23, 2024 to Mar 18, 2025
- Financial planning clients · 101-250 to 101-250Mar 23, 2024 to Mar 18, 2025
- State-registered IARs · 2 to 3Mar 23, 2024 to Mar 18, 2025
- Discretionary RAUM · $170M to $199MMar 23, 2024 to Mar 18, 2025
- HNW RAUM · $98.6M to $124MMar 23, 2024 to Mar 18, 2025
- Individual RAUM · $62.4M to $63.6MMar 23, 2024 to Mar 18, 2025
- Pension RAUM · $6.5M to $8.0MMar 23, 2024 to Mar 18, 2025
- RAUM · $170M to $199MMar 23, 2024 to Mar 18, 2025
- Accounts · 578 to 663Aug 4, 2023 to Mar 22, 2024
- HNW clients · 50 to 64Aug 4, 2023 to Mar 22, 2024
- Individual clients · 237 to 278Aug 4, 2023 to Mar 22, 2024
- Assets in custody · $15.9M to $11.7MAug 4, 2023 to Mar 22, 2024
- Discretionary RAUM · $135M to $170MAug 4, 2023 to Mar 22, 2024
- HNW RAUM · $78.0M to $98.6MAug 4, 2023 to Mar 22, 2024
- Individual RAUM · $50.4M to $62.4MAug 4, 2023 to Mar 22, 2024
- Pension RAUM · $5.1M to $6.5MAug 4, 2023 to Mar 22, 2024
- RAUM · $135M to $170MAug 4, 2023 to Mar 22, 2024
- Accounts · 513 to 578Nov 2, 2022 to Mar 25, 2023
- HNW clients · 12 to 50Nov 2, 2022 to Mar 25, 2023
- Individual clients · 280 to 237Nov 2, 2022 to Mar 25, 2023
- Assets in custody · $8.6M to $15.9MNov 2, 2022 to Mar 25, 2023
- Discretionary RAUM · $107M to $135MNov 2, 2022 to Mar 25, 2023
- HNW RAUM · $24.7M to $78.0MNov 2, 2022 to Mar 25, 2023
Signals
1 dated events
- Vantage Wealth Planning filed its initial SEC registration (Form ADV)Jun 15, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- discover@vantagewealthplanning.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 775-502-8484reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 775-624-5009reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- VANTAGEWEALTHPLANNING.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 775-502-8484reportedpublic record, Form ADV, Mar 11, 2026
- Contact form
- VANTAGEWEALTHPLANNING.COM/contactreportedpublished by the firm, firm site, Sep 17, 2026
- Team page
- VANTAGEWEALTHPLANNING.COM/teamreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $88.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026