VITAL WEALTH MANAGEMENT, LLC

9501 Technology Blvd
Suite 3600
Rosemont, Illinois 60018
Tel: 847-384-9703

About VITAL WEALTH MANAGEMENT, LLC

VITAL WEALTH MANAGEMENT, LLC, formally registered with the SEC as VITAL WEALTH MANAGEMENT, LLC. The firm was established in 01/31/2014. They have over 1 offices throughout the country.

VITAL WEALTH MANAGEMENT, LLC is a Rosemont, Illinois based Financial Planning firm with nearly $218,600,075 assets under management, offering retirement planning & investment advisory services to 787 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156455
SEC#	801-79119
Assets Managed by Firm	$218,600,075
No. of Clients	787
No. of Advisors	2

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	787	$218,600,075
Individuals (other than high net worth individuals)	205	$59,062,960
High net worth individuals	57	$120,162,316
Pension and profit sharing plans	2	$15,751,029

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