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VANTUS WEALTH
VANTUS WEALTH LLC
CRD 337216 · SEC 801-133832
415 NORTH PRINCE STREET, SUITE 200, LANCASTER, PA, 17603, United States
Phone
844-682-6887
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$439.8M
Discretionary AUM
$312.4M
Team
15 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 843 | $102.4M |
| High net worth individuals | 137 | $210.0M |
| Pension/profit sharing plans | 30 | $127.4M |
States served
CA, DE, MD, MI, NJ, NY, NC, OH, PA, VA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD