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VITA PLANNING GROUP LLC
CRD 312323File 801-120369
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$83.7M
Bottom 25% of cohort (national)
Discretionary AUM
$83.7M
Clients
57
142 accounts
Employees
10
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 22, 2021
- Principal office
- 3313 NW SIERRA DRIVE, CAMAS, WA, 98607
- Phone
- 650-567-9300
- Website
- http://www.vita401k.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $83.7M
- Discretionary AUM
- $83.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 142
- Non-discretionary accounts
- 0
- Total accounts
- 142
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $10.1M |
| High net worth individuals | 24 | $58.0M |
| Pension and profit sharing plans | Fewer than 5 | $4.8M |
| Individuals (other than high net worth individuals) | 26 | $10.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.