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| Vital Wealth Management LLC
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| CRD # | 156455 |
| SEC # | 801-79119 |
| CIK # | |
| AUM | 300.8 M (2026-06-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-384-9703 |
| Address | 9501 Technology Blvd Rosemont, IL 60018 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/12/2026) [Brochure] |
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Item 5: Fees and Compensation
Conflict Between Revenue Share Class (12b-1) and Non-Revenue Share Class Mutual Funds:
Revenue share class/12b-1 fees are deducted from the net asset value of the mutual fund and
generally, all things being equal, cause the fund to earn lower rates of return than those mutual
funds that do not pay revenue sharing fees. The client is under no obligation to utilize such
programs or mutual funds. Although many factors will influence the type of fund to be used, the
client should discuss with their investment adviser representative whether a share class from a
comparable mutual fund with a more favorable return to investors is available that does not
include the payment of any 12b-1 or revenue sharing fees given the client’s individual needs
and priorities and anticipated transaction costs. In addition, the receipt of such fees can create
conflicts of interest in instances where the custodian receives the entirety of the 12b-1 and/or
revenue sharing fees and takes the receipt of such fees into consideration in terms of benefits it
may elect to provide to the firm, even though such benefits may or may not benefit some or all
of the firm clients.
Part 2A of Form ADV: Vital Wealth Management Brochure |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/12/2026) [Brochure] |
|---|
Item 7: Types of Clients
VWM offers its investment services to various types of clients including individuals and high-
net-worth individuals, trusts, corporations, partnerships, retirement plans, tax exempt, municipal
and state governments, and other legal entities.
VWM does not have a minimum portfolio requirement.
Part 2A of Form ADV: Vital Wealth Management Brochure |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 57.6 |
| (b) Individuals (high net worth individuals) | 82 | 198.8 |
| (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 | 2 | 18.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 25.8 |
| (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 | 780 | 300.8 |
| By Discretionary | ||
| Discretionary | 750 | 287.4 |
| Non-Discretionary | 30 | 13.4 |
| Total | 780 | 300.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 300.4 | |
| Total | 780 | 300.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Massachusetts Wealth Management LLC
✚
|
MA | 301.5 M |
|
BAC Capital Advisors LLC
✚
|
WA | 301.2 M |
|
FFP Wealth Management LLC
✚
|
MN | 301.1 M |
|
Headway Wealth Ltd
✚
|
301.0 M | |
|
Retirable Inc
✚
|
NY | 301.0 M |
|
Philip O Johnson & Company Ltd
✚
|
AZ | 301.0 M |
|
Summit Place Financial Advisors LLC
✚
|
NJ | 300.4 M |
|
Spreng Capital Management Inc
✚
|
OH | 300.2 M |
|
David Kennon Incorporated
✚
|
FL | 300.0 M |
|
Alliant Securities Inc
✚
|
WA | 300.0 M |