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 financial planning primarily to individual and high-net-worth clients, as well as trusts, family LLCs, private foundations, and family businesses. Like many supported firms, it offers ongoing portfolio management and broader wealth-planning services tailored to individual circumstances. The firm’s investment process combines strategic asset allocation with quantitative techniques such as optimization and factor-based analysis, and it uses third‑party software and institutional share classes or separate-account platforms to implement portfolios. While generally operating with discretionary authority, Vita Wealth may also employ a range of instruments — including ETFs, ETNs and, in limited circumstances, leverage or short strategies — and coordinates investment decisions with outside professionals as requested by clients. Several features distinguish Vita Wealth from many peers: it includes divorce financial analysis and planning among its core service offerings and structures work for family-related entities (family businesses and LLCs) and private foundations. The firm is a recently formed SEC-registered adviser with a small advisory team overseeing roughly $54.5 million in discretionary assets and typically applies a $1,000,000 account threshold, reflecting a mix of boutique scale and access to institutional trading and custodial programs.

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.