# Vitality Wealth Planning

> Vitality Wealth Planning is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 332303
- Filed as: VITALITY WEALTH PLANNING
- Legal name: Vitality Wealth Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332303
- AdvisorCensus page: https://advisorcensus.com/firm/vitality-wealth-planning-332303

## Quick answers

**How is Vitality Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Vitality Wealth Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Vitality Wealth Planning registered with the SEC or a state?**
Vitality Wealth Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332303.

**How much does Vitality Wealth Planning manage?**
Vitality Wealth Planning reports $15,224,378 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Vitality Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Vitality Wealth Planning 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/332303

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,224,378
- Discretionary: $15,224,378
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $798,137 |
| High net worth individuals | Fewer than 5 | $14,426,241 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- planwithvitality.com
- Facebook facebook.com
- Instagram @brennanvitali
- LinkedIn @vitality-wealth-planning
- LinkedIn @brennanvitali
- TikTok @brennan.vitali
- YouTube @PlanWithVitality

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vitality Wealth Planning (CRD 332303): Form ADV filing data as of October 2026.