Vita Wealth Advisors, LLC
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About
Vita Wealth Advisors provides wealth management and investment services to individuals and a range of family-related entities, including high-net-worth individuals, trusts, family LLCs, private foundations, and family businesses. Its offerings include comprehensive wealth planning, portfolio implementation and ongoing investment management, and a stated capability to coordinate with other professionals as requested.
The firm manages discretionary portfolios tailored to each client’s objectives and risk tolerance, using strategic asset allocation, security selection and periodic monitoring. Investment process elements described in the brochure include factor investing, optimization and other quantitative methods, use of third‑party software and separate-account technology, and access to mutual funds, ETFs, individual securities and certain exchange-traded products that can include leveraged/inverse ETFs and ETNs; margin and short-selling are noted as possibilities in specific situations.
Compared with many peers, Vita Wealth is a recently registered, small advisory firm operating with a two‑person advisory team and all discretionary AUM, and it emphasizes specialty services such as divorce financial analysis and planning alongside traditional wealth planning. The firm also describes formal written wealth plans delivered under discrete planning engagements, participation in institutional custodian programs that provide technology and research support, and occasional negotiation of account minimums or fee arrangements — features that may affect how services are accessed and potential conflicts of interest are managed.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for wealth planning services generally range from $3,000 to $15,000, mutually agreed upon
Up to 0.70% annually (maximum fee) with possible negotiated lower fees based on account size, portfolio complexity, and other factors
$500 per hour for wealth planning services
Account minimum: $1,000,000 Fee-only: Wealth planning fees at $500 per hour or fixed fees ranging generally from $3,000 to $15,000
Main office
24 Westport, Fl 2
Manhattan Beach CA 90266
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jessie H
CFP®
Manhattan Beach, CA
Vita Wealth Advisors, LLC
Jessie Hale is a CFP® certificant with over 20 years of industry experience, currently serving as an advisor at Vita Wealth Advisors, LLC. Prior to joining Vita Wealth Advisors, Hale spent 19 years at The Northern Trust Company. Vita Wealth Advisors offers wealth management and investment services to individuals and family-related entities, including high-net-worth clients, trusts, and family businesses. The firm employs a discretionary investment approach utilizing factor investing, optimization, and quantitative methods, and provides specialty services such as divorce financial analysis alongside traditional wealth planning.
Thomas S
CFP®
Manhattan Beach, CA
Vita Wealth Advisors, LLC
Thomas Smith is a CFP® professional with two years of experience at Vita Wealth Advisors, LLC and over a decade of prior experience at The Northern Trust Company. He is based in Manhattan Beach, CA. Vita Wealth Advisors offers wealth management and investment services to high-net-worth individuals and various family-related entities, employing discretionary portfolio management that incorporates factor investing and quantitative methods. The firm operates as a small, two-person team providing both traditional and specialty services, including divorce financial analysis and formal written wealth plans.
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