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Vita Planning Group LLC

● SEC registered since 2021CRD 312323SEC# 801-120369Vancouver, WA
Export (members)
Reg. AUM
$64.6M
Employees
8
Accounts
122
Location
Vancouver, WA

Vita Planning Group LLC assets under management

Vita Planning Group LLC is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2021. It reports $64.6 million in regulatory assets under management and employs 8 people.
www.vita401k.comView on SEC.gov ↗

Vita Planning Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Erik Hans Hansen ControlMember50-75%2020
Karl Erik Hansen ControlMember And Cco50-75%2020

Frequently asked questions

How much does Vita Planning Group LLC manage?

Vita Planning Group LLC reports $64.6 million in regulatory assets under management on its Form ADV.

How many employees does Vita Planning Group LLC have?

Vita Planning Group LLC reports 8 employees.

Where is Vita Planning Group LLC located?

Vita Planning Group LLC is based in Vancouver, WA and has been SEC-registered since 2021.

Does Vita Planning Group LLC disclose fund performance?

Vita Planning Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address312 SE Stonemill Drive, Suite 160, Vancouver, WA 98684-3514
Phone650-567-9300
Fax(650) 810-1465
Office hoursAppointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$64.6M
Non-discretionary$0
Total (RAUM)$64.6M