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| Vantus Wealth LLC
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|---|---|
| CRD # | 337216 |
| SEC # | 801-133832 |
| CIK # | 0002109783 |
| AUM | 439.8 M (2026-02-27) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 844-682-6887 |
| Address | 415 North Prince Street Lancaster, PA 17603 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 4.0 | |
| Nvidia Corp | 3.1 | |
| Apple Inc | 2.9 | |
| Alphabet Inc | 2.8 | |
| Amazon Com Inc | 2.6 | |
| J P Morgan Chase & Co | 1.9 | |
| Broadcom Inc | 1.9 | |
| Facebook Inc | 1.8 | |
| Alphabet Inc | 1.3 | |
| Wal Mart Stores Inc | 1.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 843 | 102.4 |
| (b) Individuals (high net worth individuals) | 137 | 210.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 127.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,368 | 439.8 |
| By Discretionary | ||
| Discretionary | 2,338 | 312.4 |
| Non-Discretionary | 30 | 127.4 |
| Total | 2,368 | 439.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 438.8 | |
| Total | 2,368 | 439.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109783] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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