$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
2 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-25-2025
- Office Locations
- 1
Office Locations
1075 S. Utah Ave. Suite 354 Idaho Falls ID
About Vitality Wealth
Vitality Wealth is a Idaho Falls-based RIA. The firm has been operating for 1 years. Managing $9.1M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Fidelity/NFS.
Team overview
25 AVG AGE
$4.6M AVG AUM / ADVISOR
$702.0K AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
James Randy Smith
Co-founder
- CRD
- #7439576
- Ownership
- 50% but less than 75%
Available
Available
Available
J
Jessica Jo Smith
Chief Compliance Officer, Co-founder
- CRD
- #7614152
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,125,601 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,125,601 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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