Vital Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rosemont, IL. Its latest Form ADV filing, dated March 12, 2026, reports $301M in regulatory assets under management, 2 employees, and 780 accounts.
Assets Under Management
$301M
Employees
2
Offices
--
Total Clients
300
Primary office
ROSEMONT, IL
9501 TECHNOLOGY BLVD, SUITE 3600, ROSEMONT, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
214
2
HNWI
27.3%
82
3
Pension Plans
0.7%
2
4
Government
0.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$301Mas of March 12, 2026
Discretionary95.5%
$287M
96% of total RAUM95.5%
Non-discretionary4.5%
$13M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$301M
Total Accounts780
10Y AUM Change+$264M (+711.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee150:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.