Wealth Vantage Advisory Sdn. Bhd. was formed to be the firm of choice by clients and financial advisors, leading the change in the industry by focusing on the right way of doing things.

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We assist client to achieve their financial goals by providing holistic end-to-end financial services.

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Our full fledged operation support services is enhanced by the use of technology and process driven implementation.

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Our mission is to develop and nurture the right value system for our advisors and employees, and demonstrate that value system with our clients.

We are a financial firm licensed by Securities Commission (eCMSL/A0349/2018), Bank Negara Malaysia (Financial Adviser), and FIMM (CUTA & CPRA).

Our license status:

Securities Commission Listing - Capital Markets Services License for Financial Planning & Investment (Unit Trust & Private Retirement Schemes)

Bank Negara Malaysia Listing (Financial Adviser license for Financial Advisory & Insurance/Takaful)

Federation of Investment Managers Malaysia ListingCorporate UTS Advisor - CUTA

Corporate PRS Advisor - CPRA

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