Vital Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$256,389,877
Clients
296
Advisors
2
of 2 employees
About
Vital Wealth Management is an SEC-registered independent advisory firm that serves individuals, high-net-worth clients, trusts, corporations, retirement plans, and municipal and state government entities. The firm provides discretionary portfolio management, combined financial planning services, retirement plan advisory (including ERISA 3(21) and 3(38) services), and participant account aggregation and performance monitoring options.
The firm’s investment process emphasizes portfolio optimization and efficient‑frontier analysis to construct diversified allocations using institutional mutual funds, ETFs, individual equities and fixed income, with annual reviews and adjustments tied to client goals and market conditions. VWM supplements investment advice with third‑party software and platforms (including a held‑away order management system for plan participants) and offers guided access to estate‑planning software with client training as part of its service mix.
Noteworthy features relative to many peers include managing roughly $300 million of client assets with a small advisory team, producing a relatively large assets‑and-client load per advisor, and maintaining a client base that includes public and municipal clients. The firm’s advisers are also licensed to sell insurance and may receive commission compensation for insurance products, a revenue source and conflict disclosed in the brochure, and the firm offers retirement‑plan participant services and software‑based estate planning that some similarly sized firms do not.
Client services
Expertise
Fee options
Flat fee of $500 for will-based estate plan and $1,000 for trust-based estate plan.
$0 - $300,000: 1.10% $300,001 - $500,000: 1.00% $500,001 - $900,000: 0.90% $900,001 - $1,200,000: 0.80% $1,200,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40%
Commission-based compensation for the sale of insurance products by licensed insurance agents affiliated with the firm.
Fee-only: Asset-based fees for portfolio management ranging from 1.10% to 0.40% annually on a tiered basis; fees are negotiable.
Main office
9501 Technology Blvd, Suite 3600
Rosemont IL 60018
Advisors at this office
2
Most active in
Florida · Illinois · Pennsylvania · Wisconsin
Also doing business as
Clear Investment Strategies, LLC · Vital Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Anthony K
CFP®, Series 66
Rosemont, IL
Vital Wealth Management, LLC
Anthony Kratofil is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Vital Wealth Management, LLC in Rosemont, IL. He has worked at Charles Schwab and Charles Schwab Bank since 2007 and teaches an introductory stock selection class as an adjunct professor at Moraine Valley Community College. Vital Wealth Management provides investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, retirement plans, tax-exempt entities, and municipal clients. The firm employs portfolio optimization and efficient-frontier analysis to create diversified allocations, offering discretionary implementation and annual reviews alongside retirement plan fiduciary services.
Matthew M
Series 63, Series 66
Rosemont, IL
Vital Wealth Management, LLC
Matthew Michel is a financial advisor at Vital Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Vital Wealth Management in 2024, he worked at Charles Schwab & Co., Inc. for eight years. Vital Wealth Management provides investment management and integrated financial planning to individual and high-net-worth clients, trusts, corporations, and retirement plans. The firm uses portfolio optimization and efficient-frontier analysis to create diversified allocations and offers fiduciary retirement plan services along with account aggregation and performance monitoring tools.
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