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| Happy Holidays!! thanks for using AUM13F!! |
| Vital Investment Management LLC
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| CRD # | 300811 |
| SEC # | 801-114889 |
| CIK # | 0001783286 |
| AUM | $227.6 M (2025-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 970-776-3316 |
| Address | 4045 St Cloud Drive Loveland, CO 80538 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 111.0 |
| (b) Individuals (high net worth individuals) | 82 | 114.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 227.6 |
| By Discretionary | ||
| Discretionary | 947 | 224.0 |
| Non-Discretionary | 4 | 3.6 |
| Total | 951 | 227.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.6 | |
| Total | 951 | 227.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ECIO Inc
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|
WI | 0.2 |
|
Clear Point Advisors Inc
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|
NY | 0.2 |
|
Cimarron Wealth Management Inc
✚
|
CO | 0.2 |
|
Invest Capital Partners Co
✚
|
OH | 0.2 |
|
Innova Wealth Partners LLC
✚
|
PA | 0.2 |
|
Abich Financial Wealth Management LLC
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|
VA | 0.2 |
|
Slocum Gordon & Co LLP
✚
|
RI | 0.2 |
|
Davis Capital Management LLC
✚
|
FL | 0.2 |
|
Millington Financial Advisors LLC
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|
IL | 0.2 |
|
Portfolio Advisors Inc
✚
|
CA | 0.2 |