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VITALITY WEALTH
VITALITY WEALTH LLC
CRD 334476
1075 S. UTAH AVE., SUITE 354, IDAHO FALLS, ID, 83402, United States
Phone
(208) 918-4466
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.1M
Discretionary AUM
$9.1M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $5.4M |
| High net worth individuals | 4 | $3.7M |
All web addresses on file
Official SEC filing: View on IAPD