# Vitale Wealth Management

Vitale Wealth Management is a Multi Family Office based in Metamora.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Metamora
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** vitalewealth.com
- **LinkedIn:** https://www.linkedin.com/company/vitalewealthmanagement

## Regulatory record

- **CRD number:** 284112
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284112

## About

Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan, established in 2016. Headquartered in Metamora, MI with two additional locations, it provides financial planning and investment management services throughout Michigan communities. The firm serves as a trusted guide to help clients prepare for and enjoy retirement, specializing in preservation of assets and working with CPAs and CFPs on strategic case design with awareness of income and tax efficiency.

## People

- Joe Vitale — Owner & Investment Advisor Representative / President
- Alex Wagner — Financial Representative, Life & Medicare, Director of Operations
- Nick Harajli — Financial Advisor – Compliance Officer & New Client Engagement
- Mitzi Leonard — Client Service Manager
- Lyndsey Carry — Client Investment Accounts Administrator
- Casey Wagner — Client Operations Specialist
- Anna Vitale — Customer Service Coordinator

## Questions

### 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.

### 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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Last updated: 2026-08-11T15:08:32.892Z

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