VITAL WEALTH MANAGEMENT, LLC

VITAL WEALTH MANAGEMENT, LLC of ROSEMONT, IL is an SEC-registered investment adviser (CRD 156455). Regulatory assets under management: $300.8M.

Registration

• CRD: 156455
• SEC file number: 801-79119
• Type: Registered investment adviser
• Location: 9501 TECHNOLOGY BLVD, SUITE 3600, ROSEMONT, IL, 60018
• Phone: 847-384-9703
• Latest filing: 2026-06-17
• Regulatory AUM: $300.8M
• Discretionary AUM: $287.4M
• Non-discretionary AUM: $13.4M
• Clients: 2
• Accounts: 780

Business model

Compensation: % of AUM, Commissions, Other.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156455 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search