Vita Planning Group LLC
Vita Planning Group LLC is an SEC-registered ria in Vancouver, WA with $83.7M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Vita Planning Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312323, SEC 801-120369, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $83.7M (2026-04-28)
- Firm type
- Ria
- Location
- Vancouver, WA
- Employees
- 10
- Clients
- 57
- CRD
- 312323
- Ownership
- hansen, erik; Hansen, Karl, Erik; HANSEN, ERIK, HANS
How much AUM does Vita Planning Group LLC have?
Vita Planning Group LLC reported $83.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Vita Planning Group LLC?
Disclosed owners and executives of Vita Planning Group LLC include hansen, erik, Hansen, Karl, Erik, HANSEN, ERIK, HANS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.