Overview
Assets Under Management: $115 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 29
Average Client Assets: $2.7 million
Frequently Asked Questions
VITA INTELLECTUS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159164), VITA INTELLECTUS, LLC is subject to fiduciary duty under federal law.
VITA INTELLECTUS, LLC is headquartered in KIRKLAND, WA.
VITA INTELLECTUS, LLC serves 29 high-net-worth clients according to their SEC filing dated August 01, 2018. View client details ↓
According to their SEC Form ADV, VITA INTELLECTUS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
VITA INTELLECTUS, LLC manages $115 million in client assets according to their SEC filing dated August 01, 2018.
According to their SEC Form ADV, VITA INTELLECTUS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.25%
Average Client Assets: $2.7 million
Total Client Accounts: 668
Discretionary Accounts: 414
Non-Discretionary Accounts: 254
Regulatory Filings
CRD Number: 159164
Filing ID: 1232547
Last Filing Date: 2018-08-01 12:48:00