Vita Intellectus

Vita Intellectus (CRD# 159164) is a financial advisory firm headquartered in Kirkland, WA. They manage $59,146,122 in 368 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $160,723
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Vita Intellectus
Showing 1 - 4 of 4 top financial advisors.
1
Josh M. Label
CRD#: 5032599
3400 Carillon Point, Kirkland, WA 98033
93
Wealthminder
score

Josh Label (CRD# 5032599) is an Investment Advisor Representative working at Vita Intellectus in Kirkland, WA and has over 12 years of experience in the finance industry.

2
Shannon N. Fitzpatrick
CRD#: 6334360
Simsbury, CT
90
Wealthminder
score

Shannon Fitzpatrick (CRD# 6334360) is an Investment Advisor Representative working at Vita Intellectus in Simsbury, CT and has over 3 years of experience in the finance industry.

3
Lauren A. Ozuna
CRD#: 5024301
3400 Carillon Pt, Kirkland, WA 98033
83
Wealthminder
score

Lauren Ozuna (CRD# 5024301) is an Investment Advisor Representative working at Vita Intellectus in Kirkland, WA and has over 11 years of experience in the finance industry.

4
Moghis U. Mohammad
CRD#: 4912020
3400 Carillon Point, Kirkland, WA 98033
81
Wealthminder
score

Moghis Mohammad (CRD# 4912020) is an Investment Advisor Representative working at Vita Intellectus in Kirkland, WA and has over 13 years of experience in the finance industry.

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