VANTUS WEALTH

Legal name: VANTUS WEALTH LLC

CRD 337216File 801-133832

APPROVED

Retail clients

Custody

Filing as of Jul 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$439.8M

Below cohort median (national)

Discretionary AUM

$312.4M

Non-discretionary $127.4M

Clients

1,010

2,368 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jul 31, 2025
Principal office: 415 NORTH PRINCE STREET, SUITE 200, LANCASTER, PA, 17603
Phone: 844-682-6887
Website: https://www.linkedin.com/company/vantus-wealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $439.8M
Discretionary AUM: $312.4M
Non-discretionary AUM: $127.4M
Discretionary accounts: 2,338
Non-discretionary accounts: 30
Total accounts: 2,368
AUM per client: $435K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	137	$210.0M
Pension and profit sharing plans	30	$127.4M
Individuals (other than high net worth individuals)	843	$102.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.