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VITAL WEALTH MANAGEMENT, LLC

C35
CRD 156455·SEC 801-79119·ROSEMONT, IL
AUM
$300.8M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$903K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VITAL WEALTH MANAGEMENT, LLC
CRD
156455
SEC file #
801-79119
EIN
—
DBA names
—

Economics

AUM
$300.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$143.2M → $300.8M▲ +110%
Client mix
Individuals Other214
Individuals High Net Worth82
Pension Profit Sharing Plans2
State Or Municipal Govt2

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
ROSEMONT IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMCommissionsOther Compensation

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
facebook.com/kratofil(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRATOFIL, ANTHONY, JAMES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KRATOFIL, ANTHONY, JAMES
SADZEWICZ, GERY, JOSEPH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4851249
Trust Company Affiliate
No

People (3)

3
KRATOFIL, ANTHONY, JAMES
IAR · Direct Owner · 87.5%
4851249
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
Matthew Robert Michel
IAR
3273872