Vitality Wealth
Firm details
- Headquarters
- Idaho Falls, Idaho
- CRD number
- 334476
- Website
- www.myvitalitywealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.54%
- HNWI40.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vitality Wealth is an Idaho-registered, independent RIA organized as an LLC and owned by an individual advisor. The firm serves individual and family clients, charging fees as a percentage of assets under management and focusing on financial planning and portfolio management for individuals and small businesses. Vitality Wealth is not positioned as a capital allocator and does not highlight ESG integration in its investment approach.
Assets & Accounts
Investments & Alternatives
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 Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Jessica Smith
Co-Founder, Chief Compliance OfficerCRD 7614152
Contacts
1 of 1
James Smith
Co-FounderCRD 7439576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Idaho Falls, ID
Bonneville
Location
Idaho Falls, ID
Headquartered in Idaho Falls, ID, anchoring the Idaho Falls-Rexburg-Blackfoot, ID metro in the West.
- Metro area
- Idaho Falls-Rexburg-Blackfoot, ID
- Region
- West
- County
- Bonneville
- Address
- 1075 S Utah Ave
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Teton Crest Wealth Planning
RIAIdaho Falls, ID
Cooper Norman Wealth, LLC
RIAIdaho Falls, ID
Sentinel Wealth Strategies
RIAIdaho Falls, ID
Straight Line Investment Group, LLC
RIAIdaho Falls, ID
Snake River Investment Counsel LLC
RIAIdaho Falls, ID
Intermountain Wealth Management, Inc.
RIAIdaho Falls, ID