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VITAL WEALTH MANAGEMENT, LLC

ROSEMONT, IL · CRD 156455 · IAPD ↗ · 847-384-9703

$300.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — VITAL WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
February 2024 — VITAL WEALTH MANAGEMENT, LLC notice-filed in FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.