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| Vital Wealth Management LLC
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|---|---|
| CRD # | 156455 |
| SEC # | 801-79119 |
| CIK # | |
| AUM | $194.8 MM (2023-03-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 847-384-9703 |
| Address | 9501 W Devon Ave Rosemont, IL 60018 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 53.5 |
| (b) Individuals (high net worth individuals) | 51 | 103.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 14.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 4 | 52.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 661 | 224.0 |
| By Discretionary | ||
| Discretionary | 641 | 217.9 |
| Non-Discretionary | 20 | 6.1 |
| Total | 661 | 224.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 223.6 | |
| Total | 661 | 224.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gunderson Capital Management
✚
|
SC | 0.2 |
|
Capital Market Strategies LLC
✚
|
FL | 0.2 |
|
SWMG LLC
✚
|
TX | 0.2 |
|
The Appleton Group LLC
✚
|
WI | 0.2 |
|
Sandeep Varma Wealth Strategies LLC
✚
|
CA | 0.2 |
|
Compass Wealth Management LLC
✚
|
GA | 0.2 |
|
Washington Avenue Advisors LLC
✚
|
MI | 0.2 |
|
Stonebridge Financial Planning Group LLC
✚
|
FL | 0.2 |
|
Partnership Wealth Management LLC
✚
|
MD | 0.2 |
|
Holder Wealth Management Inc
✚
|
IL | 0.2 |