# Vitality Planning, LLC

Vitality Planning, LLC is a RIA based in Birmingham, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Assets under management:** Undisclosed
- **Website:** vitalityplanning.com

## Regulatory record

- **CRD number:** 315580
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315580

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

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

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