CRD: 331838
Vita Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-17-2024
- Office Locations
- 1
Office Locations
About Vita Wealth Advisors, LLC
Vita Wealth Advisors is a boutique Manhattan Beach, CA RIA serving South Bay individuals and families with wealth management and holistic financial planning. The firm builds tailored investment strategies (asset allocation/active management) and supports tax, retirement, and divorce-related planning through a values-based process. Founded by Jessie Hale; custodians include Charles Schwab and Northern Trust.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jessie Linn Hale
Chief Compliance Officer, Founder, Managing Member
- CRD
- #7858932
- Ownership
- 75% or more
THOMAS EDWARD SMITH
PARTNER, Wealth Advisor
- CRD
- #7976200
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,520,328 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,520,328 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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