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VITA PLANNING GROUP LLC
CRD 312323 · SEC 801-120369
3313 NW SIERRA DRIVE, CAMAS, WA, 98607, United States
Phone
650-567-9300
Fax
(650) 810-1465
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$83.7M
Discretionary AUM
$83.7M
Team
10 total employees; 3 advisory reps; 63 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $10.8M |
| High net worth individuals | 24 | $58.0M |
| Pension/profit sharing plans | 2 | $4.8M |
| Corporations/business entities | 5 | $10.1M |
States served
CA, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD