Vitality Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vitality Wealth is a small, fee-only registered investment adviser managing roughly $9.1 million in discretionary assets for a limited client base of 13 relationships. The firm provides comprehensive wealth management services, combining financial planning and discretionary portfolio management for individuals, charitable organizations, and businesses.
The firm frames advice around a fiduciary, planning-centered process that relies on modern portfolio theory and mainly passive asset allocation, with accounts reviewed on a quarterly basis and discretionary trading authority for implementation. Clients are required to custody assets at the firm’s recommended custodian (Altruist); the firm also monitors held‑away accounts and may include their value when calculating advisory fees.
Compared with peers, Vitality Wealth’s marketing includes endorsements, client testimonials, and advertised third‑party ratings — practices that are uncommon among similar supported firms. Leadership combines professional planning and accounting credentials, and the firm supplements managed accounts with educational seminars plus specialized planning services such as business planning and real‑estate investment analysis.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Minimum fee: $6,000 minimum annual fee for Wealth Management services Fee-only: VW is a fee-only firm; no commissions or sales-related compensation
Main office
1075 S. Utah Ave., Suite 354
Idaho Falls ID 83402
Advisors at this office
2
Most active in
Idaho
Also doing business as
Vitality Wealth · Vitality Wealth 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 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
Jessica S
CFP®, Series 65
Idaho Falls, ID
Vitality Wealth
Jessica Smith is a CFP® with four years of industry experience, currently serving as an advisor at Vitality Wealth. Her prior experience includes roles at Perspective Wealth Partners, American Tax and Financial Planners, and Tronconi Segarra and Associates. Vitality Wealth is a fee-only registered investment adviser managing discretionary assets for individuals, charitable organizations, and businesses. The firm emphasizes a fiduciary, planning-centered approach using modern portfolio theory and primarily passive asset allocation, with quarterly account reviews and discretionary trading authority.
James S
CFP®, Series 65
Idaho Falls, ID
Vitality Wealth
James Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at Vitality Wealth. His prior roles include positions at Aspen Capital Management, Level Financial Advisors, and Family First Financial Planning. Vitality Wealth is a fee-only registered investment adviser managing approximately $9.1 million in discretionary assets for a limited client base. The firm offers comprehensive wealth management services that combine financial planning and discretionary portfolio management, primarily using a fiduciary, planning-centered approach with passive asset allocation.
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