VITAL WEALTH MANAGEMENT, LLC
CRD #156455 SEC #801-79119 ROSEMONT, IL 847-384-9703
SEC Registered
Total AUM
$265.8M
Discretionary
$253.8M
Employees
3
Clients
101
Accounts
745
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $265.8M | $253.8M | $12M | 3 | 0 |
| Nov 2025 | $265.8M | $253.8M | $12M | 3 | 0 |
| Aug 2025 | $265.8M | $253.8M | $12M | 3 | 0 |
| Jul 2025 | $265.8M | $253.8M | $12M | 3 | 0 |
| Mar 2025 | $265.8M | $253.8M | $12M | 3 | 0 |
| Nov 2024 | $218.6M | $208.2M | $10.4M | 2 | 0 |
| Sep 2024 | $218.6M | $208.2M | $10.4M | 2 | 0 |
| Mar 2024 | $218.6M | $208.2M | $10.4M | 2 | 0 |
| Jan 2024 | $194.8M | $188.5M | $6.3M | 2 | 0 |
| Sep 2023 | $194.8M | $188.5M | $6.3M | 2 | 0 |
| Apr 2023 | $194.8M | $188.5M | $6.3M | 2 | 0 |
| Mar 2023 | $194.8M | $188.5M | $6.3M | 2 | 0 |
| Jan 2023 | $224M | $217.9M | $6.1M | 2 | 0 |
| Jan 2023 | $224M | $217.9M | $6.1M | 2 | 0 |
| Feb 2022 | $224M | $217.9M | $6.1M | 2 | 0 |
| Jan 2022 | $216.1M | $186.4M | $29.7M | 2 | 0 |
| May 2021 | $216.1M | $186.4M | $29.7M | 2 | 0 |
| Feb 2021 | $216.1M | $186.4M | $29.7M | 2 | 0 |
| Nov 2020 | $194.5M | $165.6M | $28.9M | 4 | 0 |
| Jun 2020 | $194.5M | $165.6M | $28.9M | 4 | 0 |
| Mar 2020 | $194.5M | $165.6M | $28.9M | 4 | 0 |
| Dec 2019 | $143.2M | $123.1M | $20.1M | 2 | 0 |
| Mar 2019 | $143.2M | $123.1M | $20.1M | 2 | 0 |
| Mar 2019 | $143.2M | $123.1M | $20.1M | 2 | 0 |
| Dec 2018 | $141.9M | $121.2M | $20.8M | 2 | 0 |
| Sep 2018 | $141.9M | $121.2M | $20.8M | 2 | 0 |
| Jul 2018 | $141.9M | $121.2M | $20.8M | 2 | 0 |
| Jun 2018 | $141.9M | $121.2M | $20.8M | 2 | 0 |
| Mar 2018 | $141.9M | $121.2M | $20.8M | 2 | 0 |
| Mar 2018 | $141.9M | $121.2M | $20.8M | 2 | 0 |
| Jun 2017 | $37.1M | $37.1M | $0 | 2 | 1 |
| Mar 2016 | $116M | $94.4M | $21.6M | 2 | 100 |
| Mar 2015 | $123.8M | $100.1M | $23.7M | 2 | 100 |
| Feb 2015 | $105.4M | $85.6M | $19.8M | 2 | 100 |
| Jan 2015 | $105.4M | $85.6M | $19.8M | 2 | 100 |
| Dec 2014 | $105.4M | $85.6M | $19.8M | 2 | 100 |
| Mar 2014 | $105.4M | $85.6M | $19.8M | 2 | 100 |
| Feb 2014 | $110M | $108M | $2M | 2 | 118 |
| Jan 2014 | $110M | $108M | $2M | 2 | 118 |
DateNov 2025
Total AUM$265.8M
Discretionary$253.8M
Non-Disc.$12M
Employees3
Clients0
DateNov 2025
Total AUM$265.8M
Discretionary$253.8M
Non-Disc.$12M
Employees3
Clients0
DateAug 2025
Total AUM$265.8M
Discretionary$253.8M
Non-Disc.$12M
Employees3
Clients0
DateJul 2025
Total AUM$265.8M
Discretionary$253.8M
Non-Disc.$12M
Employees3
Clients0
DateMar 2025
Total AUM$265.8M
Discretionary$253.8M
Non-Disc.$12M
Employees3
Clients0
DateNov 2024
Total AUM$218.6M
Discretionary$208.2M
Non-Disc.$10.4M
Employees2
Clients0
DateSep 2024
Total AUM$218.6M
Discretionary$208.2M
Non-Disc.$10.4M
Employees2
Clients0
DateMar 2024
Total AUM$218.6M
Discretionary$208.2M
Non-Disc.$10.4M
Employees2
Clients0
DateJan 2024
Total AUM$194.8M
Discretionary$188.5M
Non-Disc.$6.3M
Employees2
Clients0
DateSep 2023
Total AUM$194.8M
Discretionary$188.5M
Non-Disc.$6.3M
Employees2
Clients0
DateApr 2023
Total AUM$194.8M
Discretionary$188.5M
Non-Disc.$6.3M
Employees2
Clients0
DateMar 2023
Total AUM$194.8M
Discretionary$188.5M
Non-Disc.$6.3M
Employees2
Clients0
DateJan 2023
Total AUM$224M
Discretionary$217.9M
Non-Disc.$6.1M
Employees2
Clients0
DateJan 2023
Total AUM$224M
Discretionary$217.9M
Non-Disc.$6.1M
Employees2
Clients0
DateFeb 2022
Total AUM$224M
Discretionary$217.9M
Non-Disc.$6.1M
Employees2
Clients0
DateJan 2022
Total AUM$216.1M
Discretionary$186.4M
Non-Disc.$29.7M
Employees2
Clients0
DateMay 2021
Total AUM$216.1M
Discretionary$186.4M
Non-Disc.$29.7M
Employees2
Clients0
DateFeb 2021
Total AUM$216.1M
Discretionary$186.4M
Non-Disc.$29.7M
Employees2
Clients0
DateNov 2020
Total AUM$194.5M
Discretionary$165.6M
Non-Disc.$28.9M
Employees4
Clients0
DateJun 2020
Total AUM$194.5M
Discretionary$165.6M
Non-Disc.$28.9M
Employees4
Clients0
DateMar 2020
Total AUM$194.5M
Discretionary$165.6M
Non-Disc.$28.9M
Employees4
Clients0
DateDec 2019
Total AUM$143.2M
Discretionary$123.1M
Non-Disc.$20.1M
Employees2
Clients0
DateMar 2019
Total AUM$143.2M
Discretionary$123.1M
Non-Disc.$20.1M
Employees2
Clients0
DateMar 2019
Total AUM$143.2M
Discretionary$123.1M
Non-Disc.$20.1M
Employees2
Clients0
DateDec 2018
Total AUM$141.9M
Discretionary$121.2M
Non-Disc.$20.8M
Employees2
Clients0
DateSep 2018
Total AUM$141.9M
Discretionary$121.2M
Non-Disc.$20.8M
Employees2
Clients0
DateJul 2018
Total AUM$141.9M
Discretionary$121.2M
Non-Disc.$20.8M
Employees2
Clients0
DateJun 2018
Total AUM$141.9M
Discretionary$121.2M
Non-Disc.$20.8M
Employees2
Clients0
DateMar 2018
Total AUM$141.9M
Discretionary$121.2M
Non-Disc.$20.8M
Employees2
Clients0
DateMar 2018
Total AUM$141.9M
Discretionary$121.2M
Non-Disc.$20.8M
Employees2
Clients0
DateJun 2017
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees2
Clients1
DateMar 2016
Total AUM$116M
Discretionary$94.4M
Non-Disc.$21.6M
Employees2
Clients100
DateMar 2015
Total AUM$123.8M
Discretionary$100.1M
Non-Disc.$23.7M
Employees2
Clients100
DateFeb 2015
Total AUM$105.4M
Discretionary$85.6M
Non-Disc.$19.8M
Employees2
Clients100
DateJan 2015
Total AUM$105.4M
Discretionary$85.6M
Non-Disc.$19.8M
Employees2
Clients100
DateDec 2014
Total AUM$105.4M
Discretionary$85.6M
Non-Disc.$19.8M
Employees2
Clients100
DateMar 2014
Total AUM$105.4M
Discretionary$85.6M
Non-Disc.$19.8M
Employees2
Clients100
DateFeb 2014
Total AUM$110M
Discretionary$108M
Non-Disc.$2M
Employees2
Clients118
DateJan 2014
Total AUM$110M
Discretionary$108M
Non-Disc.$2M
Employees2
Clients118