VITA PLANNING GROUP LLC
CRD #312323 SEC #801-120369 VANCOUVER, WA 650-567-9300
SEC Registered
Total AUM
$64.6M
Discretionary
$64.6M
Employees
11
Clients
1
Accounts
122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $64.6M | $64.6M | $0 | 11 | 0 |
| Oct 2025 | $64.6M | $64.6M | $0 | 11 | 0 |
| Mar 2025 | $64.6M | $64.6M | $0 | 8 | 0 |
| Feb 2025 | $64.6M | $64.6M | $0 | 8 | 0 |
| Jan 2025 | $64.6M | $64.6M | $0 | 8 | 0 |
| Dec 2024 | $42.8M | $42.8M | $0 | 8 | 0 |
| Sep 2024 | $42.8M | $42.8M | $0 | 8 | 0 |
| Apr 2024 | $42.8M | $42.8M | $0 | 9 | 0 |
| Feb 2024 | $42.8M | $42.8M | $0 | 9 | 0 |
| Feb 2024 | $42.8M | $42.8M | $0 | 9 | 0 |
| Jan 2024 | $42.8M | $42.8M | $0 | 9 | 0 |
| Feb 2023 | $31.4M | $31.4M | $0 | 9 | 63 |
| Jan 2023 | $31.4M | $31.4M | $0 | 9 | 63 |
| Jan 2023 | $31.4M | $31.4M | $0 | 9 | 63 |
| Dec 2022 | $34.4M | $34.4M | $0 | 7 | 0 |
| Mar 2022 | $34.4M | $34.4M | $0 | 7 | 0 |
| Sep 2021 | $0 | $0 | $0 | 6 | 0 |
| Jul 2021 | $0 | $0 | $0 | 6 | 0 |
| Jul 2021 | $0 | $0 | $0 | 6 | 0 |
| May 2021 | $0 | $0 | $0 | 6 | 0 |
| Jan 2021 | $0 | $0 | $0 | 6 | 0 |
DateNov 2025
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees11
Clients0
DateOct 2025
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2025
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2023
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees9
Clients63
DateJan 2023
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees9
Clients63
DateJan 2023
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees9
Clients63
DateDec 2022
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0