DFX Intelligence

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

VITA PLANNING GROUP LLC

CRD 312323

CAMAS, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2517c797-1258-4e5f-c4fd-9c9541818ffc

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2021 to Apr 28, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $83.7MItem 5.F on the latest filing (2026-04-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $83.7M
Private client RAUM: $68.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $27.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 3
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 142
Individual clients: 26
High net worth clients: 24
SEC number: 801-120369
CRD: 312323
Filings on the tape: 25
First filed: Jan 22, 2021
Latest filed: Apr 28, 2026
Organised: Limited Liability Company, WA
Website: vita401k.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Karl Erik Hansen	Chartered Financial Consultant	CAMAS, WA \| Incline Village, NV	5	47	3	no
ERIK HANS HANSEN	n/a	CAMAS, WA	5	14	n/a	no
Timothy Daniel Gallagher	n/a	CAMAS, WA	5	25	8	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HANSEN, ERIK, HANS	Member	D	yes	11/2020	Jan 22, 2021	Dec 11, 2024
Hansen, Karl, Erik	MEMBER AND CCO	D	yes	11/2020	Jan 22, 2021	Dec 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VITA INSURANCE ASSOCIATES, INC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MOUNTAIN VIEW	CA	United States	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$83.7M	$83.7M	10	3	4	n/a	n/a
2024	Mar 6, 2025	$64.6M	$64.6M	8	4	2	n/a	n/a
2023	Jan 25, 2024	$42.8M	$42.8M	9	4	2	n/a	n/a
2022	Jan 25, 2023	$31.4M	$31.4M	9	4	2	n/a	n/a
2021	Mar 15, 2022	$34.4M	$34.4M	7	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$83.7M	$64.6M	29.5%	$31.4M	38.7%	10	8	4	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LIBERTY WEALTH MANAGEMENT, LLC	2	Apr 1, 2021	Apr 7, 2021	OAKLAND, CA	Team lift out	RIA to new firm	13.3%

Relationships

Registered with (3)

← Timothy Daniel GallagherAdvisorregistration: current employment
Apr 7, 2021 to presentfactForm ADV
← Karl Erik HansenAdvisorregistration: current employment
Feb 22, 2021 to presentfactForm ADV
← ERIK HANS HANSENAdvisorregistration: current employment
Feb 22, 2021 to presentfactForm ADV

Controls (2)

← Hansen, Karl, ErikOwnerMEMBER AND CCO, ownership code D, individual
Jan 22, 2021 to Dec 11, 2024factForm ADV
← HANSEN, ERIK, HANSOwnerMEMBER, ownership code D, individual
Jan 22, 2021 to Dec 11, 2024factForm ADV

Moved with (1)

← LIBERTY WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out
Apr 1, 2021 to Apr 7, 2021factForm ADV

Dated events

Occurred
Jan 22, 2021
First Form ADV filing
Vita Planning Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2517c797-1258-4e5f-c4fd-9c9541818ffc
First observed: Jan 22, 2021
Last observed: Apr 28, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VITA PLANNING GROUP LLC

CRD 312323

CAMAS, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2517c797-1258-4e5f-c4fd-9c9541818ffc

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Karl Erik Hansen

Chartered Financial Consultant

CAMAS, WA | Incline Village, NV

ERIK HANS HANSEN

n/a

CAMAS, WA

n/a

Timothy Daniel Gallagher

n/a

CAMAS, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HANSEN, ERIK, HANS

Member

yes

11/2020

Jan 22, 2021

Dec 11, 2024

Hansen, Karl, Erik

MEMBER AND CCO

yes

11/2020

Jan 22, 2021

Dec 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VITA INSURANCE ASSOCIATES, INC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

MOUNTAIN VIEW

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$83.7M

n/a

2024

Mar 6, 2025

$64.6M

n/a

2023

Jan 25, 2024

$42.8M

n/a

2022

Jan 25, 2023

$31.4M

n/a

2021

Mar 15, 2022

$34.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$83.7M

$64.6M

29.5%

$31.4M

38.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LIBERTY WEALTH MANAGEMENT, LLC

Apr 1, 2021

Apr 7, 2021

OAKLAND, CA

Team lift out

RIA to new firm

13.3%