VITAL WEALTH MANAGEMENT, LLC
Latest filing: Mar 10, 2025 (145 days ago)
AUM
$265,811,766
22% change vs. 1 year ago
19% change vs. 3 years ago
37% change vs. 5 years ago
115% change vs. 10 years ago
Employee Count
3
50% change vs. 1 year ago
50% change vs. 3 years ago
-25% change vs. 5 years ago
50% change vs. 10 years ago
Main Office
ROSEMONT, IL
9501 TECHNOLOGY BLVD, ROSEMONT, IL, UNITED STATES, 60018
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 202 | $0.1 |
| Average Individual AUM | $263,307 | |
| HNW | 74 | $0.2 |
| Average HNW AUM | $2,316,642 | |
| Retail Total | 276 | $0.2 |
| Average Retail AUM | $813,838 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 7% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 83% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 2% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ROBERT JACKWAY | ROSEMONT | IL | S63|1991-10-28 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| ANTHONY KRATOFIL | ROSEMONT | IL | S66|2004-11-30 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 22% | 2 | 1 | 50% |
| 2023-04-04 | $0.2 | $0.1 | 36% | 2 | 1 | 50% |
| 2022-04-01 | $0.2 | $0.0 | 19% | 2 | 1 | 50% |
| 2021-04-05 | $0.2 | $0.0 | 23% | 2 | 1 | 50% |
| 2020-04-01 | $0.2 | $0.1 | 37% | 4 | -1 | -25% |
| 2019-04-01 | $0.1 | $0.1 | 86% | 2 | 1 | 50% |
| 2018-04-02 | $0.1 | $0.1 | 87% | 2 | 1 | 50% |
| 2017-04-01 | $0.1 | $0.1 | 129% | 2 | 1 | 50% |
| 2016-04-01 | $0.1 | $0.1 | 129% | 2 | 1 | 50% |
| 2015-04-01 | $0.1 | $0.1 | 115% | 2 | 1 | 50% |
| 2014-04-01 | $0.1 | $0.2 | 152% | 2 | 1 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AZ-01/14/2022, FL-01/04/2024, IL-01/31/2014, PA-01/14/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV