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VITALITY CAPITAL MANAGEMENT, LLC
CRD 284276
10808 S RIVER FRONT PARKWAY, SUITE 463, SOUTH JORDAN, UT, 84095, United States
Phone
801-930-0520
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$77.2M
Discretionary AUM
$75.5M
Team
3 total employees; 3 advisory reps; 197 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $29.4M |
| High net worth individuals | 46 | $46.1M |
| Corporations/business entities | 6 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD