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- Custodian
- Charles Schwab & Company · LPL Financial · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2024
- Office Locations
- 1
Office Locations
About Vitality Wealth Planning
Vitality Wealth Planning is a fee-only fiduciary RIA in Lacey, WA serving people 50+ preparing for retirement and multigenerational families. The firm provides holistic planning (tax and estate planning, organization, and ongoing guidance) and offers investment management through its Legacy Wealth Management service. Clients access accounts via Schwab, with planning supported by tools like RightCapital and AdvicePay.
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Owner & Executives
Brennan Vitali
Chief Compliance Officer, Financial Advisor, FINANCIAL PLANNER, FOUNDER, General Partner, WEALTH ADVISOR
- CRD
- #7140906
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,224,378 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,224,378 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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