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Building 2VITAL WEALTH MANAGEMENT, LLC

Map pinROSEMONT, IL
Phone847-384-9703
NotebookSEC #801-79119
Total AUM
$300.8M
Employees
2
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9501 TECHNOLOGY BLVD
SUITE 3600
ROSEMONT
IL 60018
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
847-384-9703

ReceiptFinancials

Total AUM
$300.8M
Accounts
780
Discretionary
$287.4M
Accounts
750
Non-Discretionary
$13.4M
Accounts
30

ContactClients

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Individual Clients
214
AUM
$57.6M
HNW Individual Clients
82
AUM
$198.8M
Pension/Profit Sharing Plan Clients
2
AUM
$18.6M
Government Entity Clients
2
AUM
$25.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
EDUCATIONAL RETIREMENT PLAN PARTICIPANTS
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
FIXED ESTATE PLANNING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILPAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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