Jeffrey Emrich
Vantus Wealth · Lancaster, Pennsylvania
Jeffrey Emrich is a fee-only financial advisor at Vantus Wealth in Lancaster, Pennsylvania. Jeffrey focuses on founders (pre-exit), small business owners and physicians & residents. Vantus Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Physicians
- Retirees
- Multi-generational families
Facts
| Firm | Vantus Wealth |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $439.8M across 2,368 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 5743979 |
| Exams passed | Series 63 (2010) · Series 65 (2013) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.vantuswealth.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Emrich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Vantus Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Vantus Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Emrich based?
Jeffrey Emrich is based in Lancaster, Pennsylvania.
What does Jeffrey specialize in?
Jeffrey's specialties include founders (pre-exit), small business owners, physicians & residents, retirement planning and family wealth transfer. Jeffrey works with founders, physicians, retirees and multi-generational families.
Is Jeffrey Emrich registered with the SEC?
Yes. Jeffrey Emrich is registered as an investment adviser representative in PA and TX (CRD 5743979), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vantus Wealth manage?
Vantus Wealth reports $439.8M across 2,368 accounts in assets under management.
How do I contact Jeffrey Emrich?
Through Jeffrey's website, www.vantuswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vantus Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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