# Vantus Wealth

> Vantus Wealth is an SEC-registered investment advisory firm in Lancaster, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 337216
- Filed as: VANTUS WEALTH
- Legal name: Vantus Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lancaster, PA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337216
- AdvisorCensus page: https://advisorcensus.com/firm/vantus-wealth-lancaster-pa-337216

## Quick answers

**How is Vantus Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Vantus Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Vantus Wealth charge?**
Its Form ADV Part 2A brochure dated July 15, 2026 states: Flat fee: up to $50,000 (comprehensive financial planning services); Hourly rate: up to $750 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Vantus Wealth located?**
Vantus Wealth's principal office is in Lancaster, PA, according to its Form ADV.

**Is Vantus Wealth registered with the SEC or a state?**
Vantus Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337216.

**How much does Vantus Wealth manage?**
Vantus Wealth reports $439,803,679 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (71% discretionary).

**How have Vantus Wealth's assets and staff changed since 2025?**
In the Form ADV data for Vantus Wealth: Regulatory assets under management: $0 in the October 2025 data and $439,803,679 in the October 2026 data. Total employees: 15 in October 2025 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vantus Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (843); high net worth individuals (137); pension and profit sharing plans (but not the plan participants or government pension plans) (30).

**Which custodians does Vantus Wealth use?**
Vantus Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Vantus Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337216

**What changed in Vantus Wealth's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in IL, SC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Flat fee: up to $50,000 (comprehensive financial planning services)

> One-Time Fixed Fee: A mutually agreed-upon one-time fixed fee for comprehensive financial planning services, not to exceed $50,000.

- Hourly rate: up to $750 an hour (financial planning services)

> Hourly Fee: An hourly rate for financial planning services, not to exceed $750 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $439,803,679
- Discretionary: $312,371,279
- Non-discretionary: $127,432,400

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 843 | $102,371,279 |
| High net worth individuals | 137 | $210,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $127,432,400 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 15 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, IL, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vantuswealth.com
- Instagram @vantuswealth
- LinkedIn @vantus-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 15 | July 23, 2025 |
| October 2026 | $439,803,679 | 15 | September 1, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $439,803,679 in the October 2026 data.
Total employees: 15 in October 2025 and 15 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in IL, SC.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $379,419,400 to $439,803,679 (+16%).

### December 2025
- Regulatory assets under management went from $0 to $379,419,400.
- Changed its legal name from ROY Investment Advisors, LLC to Vantus Wealth LLC.
- Registered or notice-filed in CA, DE, MD, MI, NC, NH, NJ, NY, OH, TX, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vantus Wealth (CRD 337216): Form ADV filing data as of October 2026.