A complete list of active advisors currently associated with Vantus Wealth

Warmer can help you find a great advisor at Vantus Wealth or one who fits your needs even better.

Vantus Wealth advises individuals — including high net worth clients — and entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm provides personalized financial planning, discretionary and non‑discretionary portfolio management, and retirement‑plan advisory services (including assistance with 401(k) plan investment options). Investment strategies are tailored to each client’s objectives and use fundamental analysis with a generally long‑term orientation, though shorter‑term trades may be employed as warranted. Portfolios draw from a broad menu of securities and vehicles — mutual funds, ETFs, individual equities, corporate and municipal bonds, REITs, private funds/alternative investments, annuities, closed‑end funds and structured notes — and Vantus Wealth may recommend external money managers for portions of client assets. As disclosed in the brochure, Vantus Wealth had approximately $439.8 million in AUM and five advisors serving about 980 clients as of December 31, 2025, which implies a substantially higher client‑per‑advisor ratio than is typical for similar team firms. The firm also discloses performance results in its materials (an uncommon practice among peers) and documents its use of a custodial platform relationship with Schwab, including initial platform support, while noting that some advisory personnel are licensed to sell insurance and may receive commission compensation.

To learn more about the advisors currently working at Vantus Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.