VITA INTELLECTUS, LLC
CRD #159164 SEC #801-113439 BELLEVUE, WA 425-406-6830
SEC Registered
Total AUM
$85.9M
Discretionary
$52.5M
Employees
4
Clients
0
Accounts
434
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2020 | $85.9M | $52.5M | $33.4M | 4 | 0 |
| Mar 2019 | $97.5M | $55.8M | $41.7M | 6 | 0 |
| Jan 2019 | $114.5M | $83.2M | $31.3M | 4 | 9 |
| Aug 2018 | $114.5M | $83.2M | $31.3M | 4 | 9 |
| May 2018 | $114.5M | $83.2M | $31.3M | 4 | 9 |
| Mar 2018 | $110.3M | $89.5M | $20.8M | 4 | 9 |
| Feb 2018 | $110.3M | $89.5M | $20.8M | 4 | 9 |
| Jun 2017 | $59.1M | $59.1M | $0 | 4 | 26 |
| Feb 2017 | $170.3M | $92.5M | $77.8M | 4 | 26 |
| Jan 2017 | $170.3M | $92.5M | $77.8M | 4 | 26 |
| May 2016 | $138.6M | $79.3M | $59.4M | 5 | 105 |
| Apr 2016 | $138.6M | $79.3M | $59.4M | 5 | 105 |
| Apr 2016 | $138.6M | $79.3M | $59.4M | 5 | 105 |
| Mar 2016 | $138.6M | $79.3M | $59.4M | 5 | 105 |
| Mar 2015 | $142.4M | $72.4M | $70M | 9 | 100 |
| Mar 2014 | $138.5M | $45M | $93.5M | 9 | 100 |
| Jul 2013 | $106M | $56.5M | $49.5M | 6 | 26 |
| Jan 2013 | $106M | $56.5M | $49.5M | 6 | 26 |
| Sep 2012 | $100.4M | $100.4M | $0 | 1 | 26 |
| Mar 2012 | $100.4M | $100.4M | $0 | 1 | 26 |
| Feb 2012 | $99M | $52M | $47M | 1 | 26 |
| Feb 2012 | $99M | $99M | $0 | 1 | 26 |
DateFeb 2020
Total AUM$85.9M
Discretionary$52.5M
Non-Disc.$33.4M
Employees4
Clients0
DateMar 2019
Total AUM$97.5M
Discretionary$55.8M
Non-Disc.$41.7M
Employees6
Clients0
DateJan 2019
Total AUM$114.5M
Discretionary$83.2M
Non-Disc.$31.3M
Employees4
Clients9
DateAug 2018
Total AUM$114.5M
Discretionary$83.2M
Non-Disc.$31.3M
Employees4
Clients9
DateMay 2018
Total AUM$114.5M
Discretionary$83.2M
Non-Disc.$31.3M
Employees4
Clients9
DateMar 2018
Total AUM$110.3M
Discretionary$89.5M
Non-Disc.$20.8M
Employees4
Clients9
DateFeb 2018
Total AUM$110.3M
Discretionary$89.5M
Non-Disc.$20.8M
Employees4
Clients9
DateJun 2017
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees4
Clients26
DateFeb 2017
Total AUM$170.3M
Discretionary$92.5M
Non-Disc.$77.8M
Employees4
Clients26
DateJan 2017
Total AUM$170.3M
Discretionary$92.5M
Non-Disc.$77.8M
Employees4
Clients26
DateMay 2016
Total AUM$138.6M
Discretionary$79.3M
Non-Disc.$59.4M
Employees5
Clients105
DateApr 2016
Total AUM$138.6M
Discretionary$79.3M
Non-Disc.$59.4M
Employees5
Clients105
DateApr 2016
Total AUM$138.6M
Discretionary$79.3M
Non-Disc.$59.4M
Employees5
Clients105
DateMar 2016
Total AUM$138.6M
Discretionary$79.3M
Non-Disc.$59.4M
Employees5
Clients105
DateMar 2015
Total AUM$142.4M
Discretionary$72.4M
Non-Disc.$70M
Employees9
Clients100
DateMar 2014
Total AUM$138.5M
Discretionary$45M
Non-Disc.$93.5M
Employees9
Clients100
DateJul 2013
Total AUM$106M
Discretionary$56.5M
Non-Disc.$49.5M
Employees6
Clients26
DateJan 2013
Total AUM$106M
Discretionary$56.5M
Non-Disc.$49.5M
Employees6
Clients26
DateSep 2012
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$99M
Discretionary$52M
Non-Disc.$47M
Employees1
Clients26
DateFeb 2012
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees1
Clients26