$439.8M Total AUM
$312.4M Disc. AUM
-- 3Y CAGR
15 Employees
1,010 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2025
- Office Locations
- 1
Office Locations
415 North Prince Street Lancaster PA
About Vantus Wealth
Vantus Wealth is an independent RIA providing comprehensive financial planning and investment strategy for families, business owners, and physicians. The firm emphasizes collaborative advice that connects goals, portfolios, and coordination with clients’ other trusted professionals. Portfolios may include ETFs and mutual funds, and the practice is custodied at Charles Schwab with an online client portal.
Team overview
37 AVG AGE
$88.0M AVG AUM / ADVISOR
$435.4K AVG AUM / CLIENT
1 yrs AVG TENURE
15 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ALLEN WESLEY CARR JR
MANAGING DIRECTOR
- CRD
- #2460291
- Ownership
- 25% but less than 50%
Available
Available
Available
JEFFREY PAUL EMRICH
MANAGING DIRECTOR
- CRD
- #5743979
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,371,279 | $133,606 |
| Non-Discretionary | $127,432,400 | $4,247,747 |
| Total | $439,803,679 | $185,728 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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