Vital Wealth Management, LLC
Vital Wealth Management, LLC (CRD# 156455) is a financial advisory firm headquartered in Rosemont, IL. They manage $218,600,075 in 787 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Vital Wealth Management, LLC
By the Numbers
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Total Assets Under Management219MILLION
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Total Number of Accounts787ACCOUNTS
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Average Account Value$277,764
Compensation Options
- A percentage of assets under your management
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, IL, PA, TX
Financial Advisors at Vital Wealth Management, LLC
1
Robert Jackway (CRD# 1754933) is an Investment Advisor Representative working at Vital Wealth Management, LLC in Rosemont, IL and has over 24 years of experience in the finance industry. Robert Jackway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Anthony Kratofil (CRD# 4851249) is an Investment Advisor Representative working at Vital Wealth Management, LLC in Rosemont, IL and has over 19 years of experience in the finance industry.
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