# Vital Wealth Management

Vital Wealth Management is a Multi Family Office based in Rosemont, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Rosemont, United States
- **Region:** North America
- **Address:** Rosemont, IL, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** vitalwealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/vital-wealth-management-llc

## Regulatory record

- **CRD number:** 156455
- **SEC file number:** 801-79119
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156455

## About

Vital Wealth Management was established in 2013 and operates from Rosemont, Illinois. The firm provides investment advisory services to individuals, high-net-worth families, trusts, and government entities. Its formation followed the post-financial-crisis wave of advisor breakaways, positioning it as an independent fiduciary rather than a captive wealth unit within a larger bank. The firm's core offering spans asset management, financial planning, and portfolio construction. Client assets are allocated across equities, fixed income, and alternative investments, with a focus on tax-aware strategies appropriate for Illinois-based families and municipal clients. The practice serves a concentrated book of relationships concentrated in the Chicago metropolitan area and the broader Midwest. Team size and total regulatory assets under management are not publicly disclosed. The firm maintains no additional office locations beyond its Rosemont headquarters. No adjacent philanthropic vehicles, real-asset arms, or club memberships are publicly tied to the firm. Structurally, Vital Wealth Management operates as a registered investment advisor — a model that legally obligates it to a fiduciary standard, unlike broker-dealer hybrids common in the region. This regulatory posture is its primary structural distinction from bank-affiliated wealth practices serving the same Chicago-area client base.

## Questions

### What is Vital Wealth Management's regulatory structure?

Vital Wealth Management operates as a registered investment advisor regulated by the SEC or state securities authorities. This registration carries a fiduciary obligation, requiring the firm to act in its clients' best interests rather than under a suitability standard common among broker-dealers. The structure is typical for independent advisory firms that sought to distinguish themselves from bank-affiliated wealth platforms after the financial crisis.

## Related profiles

- [VITAL KSK HOLDINGS](https://altss.com/profile/vital-ksk-holdings)
- [VitalStone Financial](https://altss.com/profile/vitalstone-financial)

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Last updated: 2026-07-06T01:24:28.338Z

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