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Vital Wealth Management, LLC

● SEC registered since 2014CRD 156455SEC# 801-79119Rosemont, IL
Export (members)
Reg. AUM
$265.8M
Employees
3
Accounts
745
Location
Rosemont, IL

Vital Wealth Management, LLC assets under management

Vital Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Rosemont, IL. The firm has been registered since 2014. It reports $265.8 million in regulatory assets under management and employs 3 people.
www.facebook.com/kratofilView on SEC.gov ↗

Vital Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Anthony James Kratofil ControlManaging MemberOver 75%2021
Gery Joseph SadzewiczCcoUnder 5%2013

Frequently asked questions

How much does Vital Wealth Management, LLC manage?

Vital Wealth Management, LLC reports $265.8 million in regulatory assets under management on its Form ADV.

How many employees does Vital Wealth Management, LLC have?

Vital Wealth Management, LLC reports 3 employees.

Where is Vital Wealth Management, LLC located?

Vital Wealth Management, LLC is based in Rosemont, IL and has been SEC-registered since 2014.

Does Vital Wealth Management, LLC disclose fund performance?

Vital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9501 Technology Blvd, Suite 3600, Rosemont, IL 60018
Phone847-384-9703
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$253.8M
Non-discretionary$12M
Total (RAUM)$265.8M