LANCASTER, PACRD 337216Latest ADV February 27, 2026
Vantus Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lancaster, PA. Its latest Form ADV filing, dated February 27, 2026, reports $440M in regulatory assets under management, 15 employees, and 2,368 accounts.
Assets Under Management
$440M
Employees
15
Offices
--
Total Clients
1,010
Primary office
LANCASTER, PA
415 NORTH PRINCE STREET, SUITE 200, LANCASTER, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.5% of total clients.
Top client categories% of clientsClients
1
Individuals
83.5%
843
2
HNWI
13.6%
137
3
Pension Plans
3.0%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$440Mas of February 27, 2026
Discretionary71.0%
$312M
71% of total RAUM71.0%
Non-discretionary29.0%
$127M
29% of total RAUM29.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$440M
Total Accounts2,368
10Y AUM Change+$440M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee67:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.