VITALITY PLANNING, LLC

VITALITY PLANNING, LLC is an SEC-registered investment adviser (CRD 315580). Regulatory assets under management: $7.0M.

Registration

• CRD: 315580
• Type: Registered investment adviser
• Phone: 703-598-0387
• Latest filing: 2026-03-30
• Regulatory AUM: $7.0M
• Discretionary AUM: $7.0M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315580 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search