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Vitality Planning, LLC
VITALITY PLANNING, LLC is a state-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Vitality Planning, LLC
VITALITY PLANNING, LLC is a state-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, AL, United States
Sector focus
Frequently asked questions
What types of investments does Vitality Planning make?
Vitality Planning focuses on private credit, direct real estate, and hedge funds. It emphasizes income-oriented private debt and real estate assets, with a smaller allocation to hedge funds for capital preservation. The firm invests directly rather than through external fund-of-funds vehicles.
Does Vitality Planning disclose its AUM or portfolio holdings?
The firm does not publicly disclose its AUM, investment returns, or individual portfolio holdings. No regulatory filings or marketing materials provide these figures, leaving the firm's scale opaque to the public record.
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