# Vital Wealth Management, LLC

> Vital Wealth Management, LLC is an SEC-registered investment advisory firm in Rosemont, IL, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 156455
- Filed as: VITAL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rosemont, IL
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156455
- AdvisorCensus page: https://advisorcensus.com/firm/vital-wealth-management-llc-rosemont-il-156455

## Quick answers

**How is Vital Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vital Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; commissions; other.

**Where is Vital Wealth Management, LLC located?**
Vital Wealth Management, LLC's principal office is in Rosemont, IL, according to its Form ADV.

**Is Vital Wealth Management, LLC registered with the SEC or a state?**
Vital Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 156455.

**How much does Vital Wealth Management, LLC manage?**
Vital Wealth Management, LLC reports $300,835,442 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (96% discretionary).

**How have Vital Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Vital Wealth Management, LLC: Regulatory assets under management: $216,111,636 in the October 2021 data and $300,835,442 in the October 2026 data, up 39%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vital Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (214); high net worth individuals (82); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Vital Wealth Management, LLC use?**
Vital Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Vital Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156455

**Does Vital Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "VWM does not have a minimum portfolio requirement."

**What changed in Vital Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $265,811,766 to $300,835,442 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: None

> VWM does not have a minimum portfolio requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $300,835,442
- Discretionary: $287,427,809
- Non-discretionary: $13,407,633

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 214 | $57,552,156 |
| High net worth individuals | 82 | $198,837,721 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $18,643,755 |
| State or municipal government entities (including government pension plans) | 2 | $25,801,810 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, PA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- googlemaps.com
- vitalwealthmgmt.com
- yelp.com
- Facebook @Kratofil
- LinkedIn @Kratofil
- LinkedIn @Michel
- X x.com
- YouTube youtube.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $216,111,636 | 2 | May 20, 2021 |
| October 2022 | $223,981,850 | 2 | February 10, 2022 |
| October 2023 | $194,754,493 | 2 | September 12, 2023 |
| October 2024 | $218,600,075 | 2 | September 23, 2024 |
| October 2025 | $265,811,766 | 3 | July 8, 2025 |
| October 2026 | $300,835,442 | 2 | June 17, 2026 |

Regulatory assets under management: $216,111,636 in the October 2021 data and $300,835,442 in the October 2026 data, up 39%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $265,811,766 to $300,835,442 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vital Wealth Management, LLC (CRD 156455): Form ADV filing data as of October 2026.