|
⚲
|
| Keyboard |
| Vital Investment Management LLC
✚
|
|
|---|---|
| CRD # | 300811 |
| SEC # | 801-114889 |
| CIK # | 0001783286 |
| AUM | 283.9 M (2026-03-02) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 970-776-3316 |
| Address | 4045 St Cloud Drive Loveland, CO 80538 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 75.4 |
| (b) Individuals (high net worth individuals) | 99 | 205.8 |
| (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 | 2.7 |
| (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 | 964 | 283.9 |
| By Discretionary | ||
| Discretionary | 960 | 279.7 |
| Non-Discretionary | 4 | 4.2 |
| Total | 964 | 283.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.9 | |
| Total | 964 | 283.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Innova Wealth Partners LLC
✚
|
PA | 288.2 M |
|
Kanani Advisory Group Inc
✚
|
CA | 288.2 M |
|
Optivise Advisory Services LLC
✚
|
TN | 287.9 M |
|
Teeple Wealth Management LLC
✚
|
IN | 287.0 M |
|
The Holland Group Retirement Wealth Advisors LLC
✚
|
FL | 286.1 M |
|
Sanchez Gaunt Capital Management LLC
✚
|
NV | 285.8 M |
|
Integrity Wealth Advisors LLC
✚
|
CA | 285.5 M |
|
Sound Stewardship LLC
✚
|
KS | 284.6 M |
|
Covingtonalsina LLC
✚
|
FL | 282.9 M |
|
BA Schrock Wealth Management Inc
✚
|
OH | 281.6 M |