Vital Wealth Management, LLC
Firm details
- Headquarters
- Rosemont, Illinois
- CRD number
- 156455
- Registered since
- January 31, 2014
- Website
- www.vitalwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions, Other
- Client types
- HNWI66.1%
- Individuals19.13%
- State / Municipal Government8.58%
- Pension & Profit Sharing Plans6.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vital Wealth Management, LLC is an independent, SEC-registered RIA formed in 2014 and structured as an LLC with an individual owner. The firm serves both individual and family clients and smaller institutional relationships, and offers financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which aligns with its use of annuities among client solutions. Fee arrangements include percentage-of-AUM billing alongside commissions and other fee types. Vital Wealth was listed by FA Magazine among Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
- Other2%
- US Government Bonds1%
Contacts
3 of 3
Matthew Michel
Associate AdvisorCRD 3273872
Gery Sadzewicz
CCOCRD 1090963
Anthony Kratofil
Senior Wealth ManagerCRD 4851249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rosemont, IL
Cook
Location
Rosemont, IL
Headquartered in Rosemont, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 9501 Technology Blvd
- Time zone
- CT (UTC-6)
- Office locations
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