VITALE WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$102M

Discretionary

$102M

100% of AUM

Avg account

$120K

Accounts

850

Employees

2

Advisory reps

2

Firm details

Headquarters: METAMORA, Michigan
CRD number: 284112
Website: www.aradvisorsinc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Individuals76.09%
HNWI23.91%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Vitale Wealth Management is an independent registered investment adviser that focuses on individual and family clients. The firm operates as a capital allocator, combining discretionary portfolio management and financial planning with the selection of outside managers. Its business mix also includes real estate brokerage and insurance brokerage activities, and its fee model includes percentage-of-AUM billing alongside hourly and other charge structures. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities67%
Public Funds/Mutual Funds22%
Cash & Cash Equivalents4%
Other4%
Non-Exchange Traded Equities3%

Contacts

2 of 2

JOSEPH VITALE
President and Investment Advisor RepresentativeCRD 1920232
Nicholas Harajli
Compliance SpecialistCRD 7753010

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

METAMORA, MI

LAPEER

Location

METAMORA, MI

Headquartered in METAMORA, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area: Detroit-Warren-Ann Arbor, MI
Region: Midwest
County: LAPEER
Address: 3778 S Lapeer Rd
Time zone: ET (UTC-5)
Office locations

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