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VITA PLANNING GROUP LLC

CAMAS, WA · CRD 312323 · IAPD ↗ · vita401k.com · 650-567-9300

$83.7MRegulatory AUM
3Advisory reps
10Employees
63Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — VITA PLANNING GROUP LLC moved its main office from VANCOUVER, WA to CAMAS, WA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
May 2026 — VITA PLANNING GROUP LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2026 — VITA PLANNING GROUP LLC reported RAUM up 30% ($64.6M -> $83.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — VITA PLANNING GROUP LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — VITA PLANNING GROUP LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
February 2025 — VITA PLANNING GROUP LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
February 2025 — VITA PLANNING GROUP LLC reported RAUM up 51% ($42.8M -> $64.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
February 2024 — VITA PLANNING GROUP LLC reported RAUM up 36% ($31.4M -> $42.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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