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Building 2VITA INTELLECTUS, LLC

Map pinBELLEVUE, WA
Phone425-406-6830
NotebookSEC #801-113439
Total AUM
$85.9M
Employees
4
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1632 116TH AVENUE NE
SUITE C
BELLEVUE
WA 98004
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
425-406-6830

ReceiptFinancials

Total AUM
$85.9M
Accounts
434
Discretionary
$52.5M
Accounts
292
Non-Discretionary
$33.4M
Accounts
142

ContactClients

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Individual Clients
63
AUM
$14.4M
HNW Individual Clients
52
AUM
$71.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Pending Civil Proceeding
State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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