VITA PLANNING GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$83,688,418
Discretionary
$83,688,418
Non-discretionary
$0
Firm details
- CRD number
- 312323
- SEC file number
- 801-120369
- Main office
- CAMAS, WA, United States
- Employees
- 10
- SEC status
- Approved
- Website
- http://www.vita401k.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.