National Retirement Planning Experts

National Coverage
Local Professionals

Josh Label

Vita Intellectus

3400 Carillon Point

Kirkland, WA 98033
(425) 4066830

Bringing simplicity to the complexities of life!

About Vita Intellectus

Vita Intellectus is an independent registered investment advisor which provides open architecture, fee-based comprehensive wealth management services to individuals, families, businesses and institutional investors.

Our advisors have dedicated their careers to private wealth management. What sets us apart is our integrity, dedication to excellence, client centric approach and a philosophy to always give more than you take. We strongly believe that the best wealth advisory relationship should be free from conflicts of interest, which is why we provide fiduciary advice in its purest form.

With strong conviction and leadership, our sole focus is to understand each client individually and provide solutions to help them achieve their goals...Bringing Simplicity to the Complexities of Life.

General Information

Firm Start Year

2011

No.of Employees

5-9

CRD#

5032599

Firm CRD#

159164

Insurance License#

None

Name of Custodial Firm

Charles Schwab Institutional

States Licensed in

WA

Years of Experience in Financial Services

10

Number of Years with Current Firm

4

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

120

Firm's Number of Planning Clients

120

Firm's Number of Managed Clients

120

Assets Managed by Firm

140M

Assets Managed by Advisor

140M

Compensation and Fees

Fee Structure

I am a Fee-Only financial professional

Compensation Methods

Based on Assets

Education

Bachelor Arts Business Administration -

University of Washington
September 2000 - June 2004