Vantus Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$312,371,279
This total excludes 30 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
980
14% high-net worth
Advisors
5
of 15 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
196
Very HighAverage account size
$318,746
About
Vantus Wealth advises individuals — including high net worth clients — and entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm provides personalized financial planning, discretionary and non‑discretionary portfolio management, and retirement‑plan advisory services (including assistance with 401(k) plan investment options).
Investment strategies are tailored to each client’s objectives and use fundamental analysis with a generally long‑term orientation, though shorter‑term trades may be employed as warranted. Portfolios draw from a broad menu of securities and vehicles — mutual funds, ETFs, individual equities, corporate and municipal bonds, REITs, private funds/alternative investments, annuities, closed‑end funds and structured notes — and Vantus Wealth may recommend external money managers for portions of client assets.
As disclosed in the brochure, Vantus Wealth had approximately $439.8 million in AUM and five advisors serving about 980 clients as of December 31, 2025, which implies a substantially higher client‑per‑advisor ratio than is typical for similar team firms. The firm also discloses performance results in its materials (an uncommon practice among peers) and documents its use of a custodial platform relationship with Schwab, including initial platform support, while noting that some advisory personnel are licensed to sell insurance and may receive commission compensation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Annuities
Business succession planning
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Fee options
Fixed fees up to $50,000 for financial planning only.
$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: Negotiable
Certain advisory persons licensed as insurance professionals earn commissions for selling insurance products.
Hourly fee up to $750 for financial planning only, charged upon delivery or in monthly installments.
Fee-only: Fixed fee up to $50,000 for financial planning only; hourly fee up to $750 for financial planning only; annual fee for ongoing planning charged monthly.
Main office location
Vantus Wealth
415 North Prince Street, Suite 200
Lancaster PA 17603, United States
Number of offices
1
Most active in
Vantus Wealth has reported serving >5 clients in these states in the last 12 months.
California · Delaware · Maryland · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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