Vital Wealth Management, Llc
- Regulatory AUM
- $301M
- Discretionary
- $287M
- Clients
- 300
- Avg AUM / client
- $1.0M
- Accounts
- 780
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 214 | $57.6M | 19.1% |
| High net worth individuals | 82 | $199M | 66.1% |
| Pension and profit sharing plans | 2 | $18.6M | 6.2% |
| State or municipal government entities | 2 | $25.8M | 8.58% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lake Forest Country Day School 403(b) Plan Lake Forest Country Day School | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gery Joseph Sadzewicz | Cco | Jun 2013 (13y) | Less than 5% | |
| Anthony James Kratofil | Managing Member | CFP | May 2021 (5y) | 75% or more |
| Matthew Robert Michel | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lake Forest Country Day School 403(b) Plan | Lake Forest Country Day School | 158 | $15.6M | 09/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 896 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
- • Other fees
- • FIXED ESTATE PLANNING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $301M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗