Vita Wealth Advisors, LLC

Overview

Vita Wealth Advisors, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is mixed: percentage-of-AUM fees alongside hourly and fixed-fee engagements. Vita Wealth Advisors does not identify as an ESG-focused investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives