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VITAL INVESTMENT MANAGEMENT LLC

LOVELAND, CO · CRD 300811 · IAPD ↗ · vimadvisor.com · 970-776-3316

$283.9MRegulatory AUM
5Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — VITAL INVESTMENT MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — VITAL INVESTMENT MANAGEMENT LLC notice-filed in MA.
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.