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VITAL WEALTH MANAGEMENT, LLC
CRD 156455 · SEC 801-79119
9501 TECHNOLOGY BLVD, SUITE 3600, ROSEMONT, IL, 60018, United States
Phone
847-384-9703
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.8M
Discretionary AUM
$287.4M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Commissions; FIXED ESTATE PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)EDUCATIONAL RETIREMENT PLAN PARTICIPANTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 214 | $57.6M |
| High net worth individuals | 82 | $198.8M |
| Pension/profit sharing plans | 2 | $18.6M |
| State/municipal entities | 2 | $25.8M |
States served
IL, PA, WI, FL
All web addresses on file
Official SEC filing: View on IAPD