VITA INTELLECTUS, LLC
Total AUM
$110.3M
Employees
4Clients
121Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3400 CARILLON PT
KIRKLAND
WA 98033-7317
United States
KIRKLAND
WA 98033-7317
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
425-406-6830
Financials
Total AUM
$110.3M
Accounts
636Discretionary
$89.5M
Accounts
386Non-Discretionary
$20.8M
Accounts
250
Clients
Individual Clients
94AUM
$34.5M
HNW Individual Clients
27AUM
$75.8M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
WA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.