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Wealth Vantage Advisory logo — Holistic Financial Planning Wealth Vantage Advisory Sdn Bhd...

Wealth Vantage Advisory

Holistic Financial Planning Wealth Vantage Advisory Sdn Bhd SSM No. 201501018599

Malaysia Malaysia 56 employees Financial Services, Wealth Management

General Information

Company Name Wealth Vantage Advisory
Location Malaysia Malaysia +1
Employees 56
Industries Financial Services, Wealth Management
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About Wealth Vantage Advisory

Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation. We are a licensed Financial Advisory / Planning firm, having received the Financial Advisory (FA) license from Bank Negara Malaysia and Capital Market Services License (CMSL) from Securities Commission Malaysia in 2017 and 2018 respectively. We currently have 30 full time Financial Planners and Associates achieving their professional certification required to practice e.g. Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Registered Financial Planner (RFP), & Shariah Registered Financial Planner (Shariah RFP). We focus on providing holistic financial planning and advisory services to our clients focusing on their needs first. We practice a process driven implementation of financial advisory supported by the usage of technology to provide the best service and care for our clients. The firm is headquartered in Kuala Lumpur and has a presence in Northern, Sourthern and East Malaysia (Miri and Kota Kinabalu).

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Wealth Vantage Advisory Alternatives & Competitors

Wealth Vantage Advisory vs
Omni Financial Advisory Group, Inc
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Wealth Vantage Advisory vs
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FAQ About Wealth Vantage Advisory

Holistic Financial Planning Wealth Vantage Advisory Sdn Bhd SSM No. 201501018599
Wealth Vantage Advisory is headquartered in Malaysia.
Wealth Vantage Advisory operates in the following industries: Financial Services, Wealth Management.
Wealth Vantage Advisory has approximately 56 employees.
Top alternatives and competitors to Wealth Vantage Advisory include Omni Financial Advisory Group, Inc, Holland Financial, Inc., VANCE WEALTH, LKJ Financial, Certified Financial Group, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wealth Vantage Advisory and Omni Financial Advisory Group, Inc are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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