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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vital Wealth Management LLC
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| CRD # | 156455 |
| SEC # | 801-79119 |
| CIK # | |
| AUM | $265.8 M (2025-07-08) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 847-384-9703 |
| Address | 9501 Technology Blvd Rosemont, IL 60018 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 53.2 |
| (b) Individuals (high net worth individuals) | 74 | 171.4 |
| (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 | 17.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 23.9 |
| (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 | 745 | 265.8 |
| By Discretionary | ||
| Discretionary | 720 | 253.8 |
| Non-Discretionary | 25 | 12.0 |
| Total | 745 | 265.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 265.4 | |
| Total | 745 | 265.8 |
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|---|---|---|
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FL | 0.3 |
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TX | 0.3 |
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PA | 0.3 |
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Compass Wealth Management LLC
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Capital Market Strategies LLC
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JFR Financial Services Inc
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MI | 0.3 |
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Fiscal Wisdom Wealth Management LLC
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CT | 0.3 |
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Trunorth Financial Services Inc
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PA | 0.3 |
|
Krane Financial Solutions LLC
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|
CA | 0.3 |