VITA WEALTH ADVISORS, LLC

Overview

Vita Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and provides primarily discretionary portfolio management. Investment activity centers on publicly pooled vehicles—chiefly mutual funds—supplemented by allocations to third‑party hedge funds for diversification or return enhancement. Vita Wealth Advisors does not identify as an ESG-focused manager, and its business model is aimed at individual and family clients rather than institutional pension consulting or multi-state advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices