Overview
Assets Under Management: $440 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 137
Average Client Assets: $2 million
Frequently Asked Questions
VANTUS WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337216), VANTUS WEALTH is subject to fiduciary duty under federal law.
VANTUS WEALTH is headquartered in LANCASTER, PA.
VANTUS WEALTH serves 137 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, VANTUS WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
VANTUS WEALTH manages $440 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, VANTUS WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,368
Discretionary Accounts: 2,338
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 337216
Filing ID: 2060799
Last Filing Date: 2026-02-27 10:38:02