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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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
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|---|---|---|
|
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MA | 301.5 M |
|
BAC Capital Advisors LLC
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|
FFP Wealth Management LLC
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|
Headway Wealth Ltd
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301.0 M | |
|
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Philip O Johnson & Company Ltd
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|
Summit Place Financial Advisors LLC
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NJ | 300.4 M |
|
Spreng Capital Management Inc
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|
OH | 300.2 M |
|
David Kennon Incorporated
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|
FL | 300.0 M |
|
Alliant Securities Inc
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WA | 300.0 M |