Vita Planning Group LLC
● SEC registered since 2021CRD 312323SEC# 801-120369Camas, WA
Reg. AUM
$83.7M
Employees
10
Accounts
142
Location
Camas, WA
Vita Planning Group LLC assets under management
Vita Planning Group LLC is a registered investment adviser overseen by the SEC based in Camas, WA. The firm has been registered since 2021. It reports $83.7 million in regulatory assets under management and employs 10 people.
Vita Planning Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Hans Hansen Control | Member | 50-75% | 2020 |
| Karl Erik Hansen Control | Member And Cco | 50-75% | 2020 |
Frequently asked questions
How much does Vita Planning Group LLC manage?
Vita Planning Group LLC reports $83.7 million in regulatory assets under management on its Form ADV.
How many employees does Vita Planning Group LLC have?
Vita Planning Group LLC reports 10 employees.
Where is Vita Planning Group LLC located?
Vita Planning Group LLC is based in Camas, WA and has been SEC-registered since 2021.
Does Vita Planning Group LLC disclose fund performance?
Vita Planning Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3313 NW Sierra Drive, Camas, WA 98607 |
| Phone | 650-567-9300 |
| Fax | (650) 810-1465 |
| Office hours | Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$83.7M▲ 30%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$83.7Mregulatory AUM
Discretionary $83.7M