Vita Wealth Advisors, LLC

Vita Wealth Advisors provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as trusts, family LLCs, private foundations, and family businesses. Like many supported firms, it offers ongoing portfolio management and broader wealth-planning services tailored to individual circumstances.

The firm’s investment process combines strategic asset allocation with quantitative techniques such as optimization and factor-based analysis, and it uses third‑party software and institutional share classes or separate-account platforms to implement portfolios. While generally operating with discretionary authority, Vita Wealth may also employ a range of instruments — including ETFs, ETNs and, in limited circumstances, leverage or short strategies — and coordinates investment decisions with outside professionals as requested by clients.

Several features distinguish Vita Wealth from many peers: it includes divorce financial analysis and planning among its core service offerings and structures work for family-related entities (family businesses and LLCs) and private foundations. The firm is a recently formed SEC-registered adviser with a small advisory team overseeing roughly $54.5 million in discretionary assets and typically applies a $1,000,000 account threshold, reflecting a mix of boutique scale and access to institutional trading and custodial programs.