Investment adviser · CRD 156455
VITAL WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
ROSEMONT, IL, United States · Form ADV filed Jun 17, 2026
- Regulatory AUM
- $301M Form ADV · Item 5.F
- Client accounts
- 780 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 82 | $198,837,721 | 66.1% |
| Individuals | 214 | $57,552,156 | 19.1% |
| Government entities | Fewer than 5 | $25,801,810 | 8.6% |
| Retirement plans | Fewer than 5 | $18,643,755 | 6.2% |
Filing source
Form ADV 2114069 · Jun 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Commissions
Principal office
9501 TECHNOLOGY BLVD, SUITE 3600ROSEMONT, IL, 60018, United States
CRD 156455
Filing source
Form ADV 2114069 · Jun 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.