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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2016
- Office Locations
- 1
Office Locations
About Vitale Wealth Management
Vitale Wealth Management (Metamora, MI) delivers holistic, retirement-focused financial planning and investment management for Michigan families, with coordinated retirement income, asset allocation/risk, long-term care, and tax-efficiency planning supported by CPA and CFP professionals. Portfolios are primarily ETF-based, and the firm combines investment and insurance solutions (insurance via American Retirement Solutions) plus a 24/7 Generational Vault client portal for accounts and key documents.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH NICHOLAS VITALE
Advisor, Chief Compliance Officer
- CRD
- #1920232
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Nicholas Ahmad Harajli
--
- CRD
- #7753010
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,800,136 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,800,136 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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