VITALITY WEALTH

Overview

Vitality Wealth is a small, independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and families, including small-business owners. The firm bills on a percentage-of-AUM basis and operates with an owner-type classified as an individual. Investment activity is built around managed public fund exposure — both mutual funds and pooled vehicles — with selective use of third‑party alternative real estate managers to supplement core allocations. Vitality Wealth is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. Portfolio management appears to be primarily discretionary: the firm reports its total assets as managed on a discretionary basis. Given the client base size and the firm’s emphasis on mutual funds and external real estate managers, the investment approach favors diversified, professionally managed public funds for broad market exposure while using external real estate strategies to add income, diversification and potential inflation protection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices