RIA Intel›Advisers›Virginia›VITALITY PLANNING, LLC

VITALITY PLANNING, LLC

Advisory

VA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$877K

across 8 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

GIBSON VOLATILITY MANAGEMENT, LLC

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TMG INVESTMENT ADVISORY COMPANY

$7M

PLANNING WITHIN REACH, LLC

$7M

LEWIS-BERKELEY ASSET MANAGEMENT

$7M

MCKINNON ASSET MANAGEMENT, INC.

$7M

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