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Vitale Wealth Management
VITALE WEALTH MANAGEMENT is an SEC-registered investment adviser in METAMORA, MI. The firm manages approximately $102 million in regulatory assets.
Vitale Wealth Management
VITALE WEALTH MANAGEMENT is an SEC-registered investment adviser in METAMORA, MI. The firm manages approximately $102 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Vitale Wealth Management offer?
Based on its public positioning as a multi-family office RIA, Vitale Wealth Management likely provides wealth management, financial planning, and investment advisory services to high-net-worth families. The firm has not disclosed a specific list of services, but such RIAs typically offer asset allocation, estate planning, tax coordination, and family governance support.
Is Vitale Wealth Management a single-family office or a multi-family office?
The firm presents itself as a multi-family office, meaning it serves multiple wealthy families rather than a single family. This structure is common among US RIAs that have evolved from family offices to serve a broader affluent clientele.
Who leads investment decisions at Vitale Wealth Management?
The specific individuals overseeing investment decisions at Vitale Wealth Management are not identified in public records. Without a disclosed leadership team, it is not possible to name a CIO, CEO, or managing principal.
Does Vitale Wealth Management invest in direct deals or funds?
The firm has not publicly detailed its investment approach. As a multi-family office RIA, it may allocate client assets across traditional funds, managed accounts, and possibly direct investments, but no specific fund commitments or direct deal activity has been reported.
What is Vitale Wealth Management's regulatory status?
The firm is registered as an investment advisor under the Investment Advisers Act of 1940 with the US Securities and Exchange Commission. Registration imposes fiduciary duties and regular disclosure requirements, including Form ADV filings that detail fees, conflicts, and disciplinary history.
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