Vitality Wealth Planning

RIAState Registered

Total AUM

$15.2M

Discretionary

$15.2M

100% of AUM

Avg account

$362K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 332303
Website: planwithvitality.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.76%
Individuals5.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vitality Wealth Planning is an independent, owner-operated RIA organized as an LLC and state-registered in Indiana and Washington. The firm focuses on individual and family clients and provides financial planning plus portfolio management for individuals, small businesses and other business or institutional clients. Its billing mix includes percentage-of-assets, hourly charges and fixed fees. Vitality is not positioned as a capital allocator to third-party managers and does not identify as an active ESG investor.