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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2013
- Office Locations
- 1
Office Locations
About Vital Wealth Management, LLC
Vital Wealth Management, LLC is a Rosemont, IL wealth management firm providing holistic financial planning and portfolio management for first-time investors through retirees, including small business owners, working professionals, and women. The team builds personalized asset allocations and typically invests with low-cost index funds, rebalancing as goals and risk tolerance evolve. Custodies client assets at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY JAMES KRATOFIL
Managing Member
- CRD
- #4851249
- Ownership
- 75% or more
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Matthew Robert Michel
--
- CRD
- #3273872
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $287,427,809 | $383,237 |
| Non-Discretionary | $13,407,633 | $446,921 |
| Total | $300,835,442 | $385,686 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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