A complete list of active advisors currently associated with Vita Wealth Advisors, LLC
Warmer can help you find a great advisor at Vita Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Vita Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Manhattan Beach, CA
| 2
| |
Manhattan Beach, CA
| 2
|
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