AdvisorCensus / Financial advisors / Michigan / Detroit / Vitale Wealth Management
Vitale Wealth Management
Filed as VITALE WEALTH MANAGEMENT · Legal name American Retirement Advisors, Inc.
Vitale Wealth Management is a state-registered investment advisory firm in Metamora, MI, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.
Quick answers
From the filingHow is Vitale Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Vitale Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.
Where is Vitale Wealth Management located?
Vitale Wealth Management's principal office is in Metamora, MI, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Vitale Wealth Management registered with the SEC or a state?
Vitale Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284112.
How much does Vitale Wealth Management manage?
Vitale Wealth Management reports $117,011,741 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).
What types of clients does Vitale Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (377); high net worth individuals (19).
Does Vitale Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284112
What changed in Vitale Wealth Management's recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $101,800,136 to $117,011,741 (+15%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$117,011,741 as of October 2026, filing dated September 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- American Retirement Advisors, Inc.
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2016 (10 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the October 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $101,800,136 to $117,011,741 (+15%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Vitale Wealth Management (CRD 284112): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vitale-wealth-management-metamora-mi-284112