SourcingSourcing

VITA PLANNING GROUP LLC

C32
CRD 312323·SEC 801-120369·CAMAS, WA
AUM
$83.7M
$25M-$100M
Est. Revenue
$837K
@ 1% on AUM
Est. EBITDA
$251K
@ 30% margin
Est. Deal Value
$2.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VITA PLANNING GROUP LLC
CRD
312323
SEC file #
801-120369
EIN
—
DBA names
—

Economics

AUM
$83.7M
AUM band
$25M-$100M
AUM trajectory
'23'26
$34.4M → $83.7M▲ +144%
Client mix
Individuals Other26
Individuals High Net Worth24
Corporations5
Pension Profit Sharing Plans2

Operations

Employees (total)
10
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
CAMAS WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
vita401k.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HANSEN, ERIK, HANS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HANSEN, ERIK, HANS
Hansen, Karl, Erik
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
ok
Rdap Domain
VITA401K.COM
Rdap Domain Creation Date
2020-12-04T02:55:15Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
easyDNS Technologies Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
11
Form 5500 Total Compensation
376,524
Form 5500 Compensation Trajectory 3y
2025376,524
Form 5500 Plan Count Trajectory 3y
202511
Schedule C Total Compensation
376,524
Schedule C Service Provider Rows
11

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-12-04T02:55:15Z
Rdap Domain Last Changed
2025-09-06T11:41:31Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.netDns3.easydns.ca
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7329416
Trust Company Affiliate
No

People (3)

3
Hansen, Karl, Erik
IAR · Direct Owner · 62.5%
2676924
HANSEN, ERIK, HANS
IAR · Direct Owner · 62.5%
7329416
Timothy Daniel Gallagher
IAR
4275580