Vantus Wealth
Firm details
- Headquarters
- Lancaster, Pennsylvania
- CRD number
- 337216
- Registered since
- July 31, 2025
- Website
- vantuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI47.75%
- Pension & Profit Sharing Plans28.97%
- Individuals23.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Vantus Wealth is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for both individuals/families and institutional clients. The firm is SEC-registered (2025) and offers a mix of financial planning and portfolio management services across individual, small-business and institutional relationships, including selection and oversight of third‑party managers. Its fee options include asset-based fees, hourly billing and fixed-fee arrangements. The snapshot indicates the firm does not emphasize ESG investing and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Private Funds19%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
3 of 5
Jeffrey Emrich
Financial AdvisorCRD 5743979
Andrew Sedora
Financial AdvisorCRD 5860299
Paul Broomell
Financial AdvisorCRD 6265332
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$120M in ETFs
60%
$72.4M
26%
$47.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $11.4M | 15,279 | 9.52% |
Location
Lancaster, PA
Lancaster
Location
Lancaster, PA
Headquartered in Lancaster, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lancaster
- Address
- 415 N Prince St
- Time zone
- ET (UTC-5)
- Office locations
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