RIA Intel›Advisers›Indiana›VITALITY WEALTH PLANNING LLC

VITALITY WEALTH PLANNING LLC

Advisory

IN

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account
$362K
across 42 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$15M
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

CAMARGO ADVISERS, LLC
BEVERLY SHORES, IN
$15M
-87.2% 1Y
GRIMALDI INVESTMENT SERVICES, LLC
$15M
THE OTHER 90 FINANCIAL, LLC
$15M
FORTRESS CAPITAL ADVISORS LLC
$14M
SYCOMORE FINANCIAL LLC
$14M
MIDWEST CAPITAL FINANCIAL ADVISORS, LLC
DECATUR, IN
$17M

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