Vital Wealth Management, LLC is a large advisory firm based in Rosemont. It manages $143.18 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Illinois and Pennsylvania.
Vital Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vital Wealth Management, LLC is $143.18 million. The firm's AUM has grown by 30% since the beginning of its operation, and $459.53 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Vital Wealth Management, LLC for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Vital Wealth Management is individuals with 230 clients and $70.31 million of assets under management. Among the 12 most similar advisory firms, Vital Wealth Management has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $143.18 million for 237 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Vital Wealth Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Vital Wealth Management, LLC performs its advisory services is located at 9501 W. Devon Ave., Rosemont, IL 60018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-384-1903. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at vitalwealthmgmt.com and its LinkedIn profile.