Brand profile · Financial Services

Wealth Vantage Advisory

Desa Pandan, Kuala Lumpur-based Wealth Vantage Advisory operates in Financial Services. Ownership is privately held; it publishes at wealthvantage.com.my. It holds one address on record, all in Malaysia. The record counts 54 people. Tagged retirement planning, investments and debt management. It is listed alongside nine similar brands, mostly in Financial Services.

wealthvantage.com.my LinkedIn

Profile live Privately Held 1 office country
Counted staff
54
self-reported 11–50 band
Office countries
1
1 address
Company type
Privately Held
self-reported
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Description

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).

Specialties

All 11 specialties
  • financial planning
  • retirement planning
  • financial education
  • investments
  • insurance
  • takaful
  • islamic financial planning
  • estate planning
  • financial wellness training
  • debt management
  • refinancing

Related specialties

Locations

Malaysiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary MY. Codes: MY.1 countryprimary MYMY
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Countries1
Primary countryMY

All codes: MY

Addresses

  • MY1-2, Jalan 2-76C; Desa Pandan, Kuala Lumpur 55100Primary

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Signals & hiring

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Financials

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Wealth Vantage Advisory?

The record holds 54 counted staff profiles at January 2026, above the self-reported 11–50 band.

Where does Wealth Vantage Advisory have offices?

One address on record, Malaysia only. Primary: 1-2, Jalan 2-76C, Desa Pandan, Kuala Lumpur 55100.

Has Wealth Vantage Advisory raised funding?

None linked to this brand.

What does Wealth Vantage Advisory list as its specialties?

11 tags on the brand's own list, among them retirement planning, investments and debt management.

Which companies are listed alongside Wealth Vantage Advisory?

Nine peer profiles on record: Axen Alpha Advisory Sdn Bhd and Bill Morrisons.

What is Wealth Vantage Advisory's website?

wealthvantage.com.my