Vantus Wealth

RIASEC RegisteredEst. 2025
Total AUM
$440M
Discretionary
$312M
71% of AUM
Avg account
$186K
Accounts
2,368
Employees
15
Advisory reps
5

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

FINTRX

Overview

Vantus Wealth is an independent registered investment adviser organized as an LLC that serves both individual and institutional clients. The firm acts as a capital allocator, providing financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. Vantus Wealth does not position itself as an ESG-focused manager and operates from a single-state model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Private Funds 19%, Exchange Traded Equities 17%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%60%
  • Public Funds/Mutual Funds60%
  • Private Funds19%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities1%

Contacts

3 of 5
  • Allen Carr

    Allen Carr

    Investment Advisor RepresentativeCRD 2460291

  • Jeffrey Emrich

    Jeffrey Emrich

    Financial AdvisorCRD 5743979

  • Andrew Sedora

    Andrew Sedora

    Financial AdvisorCRD 5860299

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 120

Active vs passive

$93M in ETFs

Passive

64%

$59.4M

Active

26%

$33.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$6.5M9,5287.01%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth