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VITALSTONE FINANCIAL, LLC

SHAVANO PARK, TX · CRD 310485 · IAPD ↗ · vitalstonefinancial.com · (210) 782-9855

$199.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2024 — VITALSTONE FINANCIAL, LLC (SHAVANO PARK, TX) left the SEC roster (was $199.7M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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