# Vitale Wealth Management

> 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.

- CRD: 284112
- Filed as: VITALE WEALTH MANAGEMENT
- Legal name: American Retirement Advisors, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Metamora, MI
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284112
- AdvisorCensus page: https://advisorcensus.com/firm/vitale-wealth-management-metamora-mi-284112

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $117,011,741
- Discretionary: $117,006,811
- Non-discretionary: $4,930

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 377 | $87,995,275 |
| High net worth individuals | 19 | $29,016,466 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Saginaw, MI
- Sterling Heights, MI

### Websites listed on Form ADV (Item 1.I)
- vitalewealth.com
- Facebook @AmericanRetAdv
- LinkedIn @vitalewealthmanagement
- LinkedIn @joe-vitale-ars
- X @AMERICANRETSOL
- YouTube @americanretirementadvisors1355

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $101,800,136 to $117,011,741 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vitale Wealth Management (CRD 284112): Form ADV filing data as of October 2026.