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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

VITALSTONE FINANCIAL, LLC

CRD 310485

SHAVANO PARK, TX

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:4aa27cf1-a87d-3137-622f-e8a7d79aefab

Data as of Oct 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Aug 11, 2020 to Oct 25, 2024
12 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $200MItem 5.F on the latest filing (2024-10-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $200M
Private client RAUM: $195MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,244
Individual clients: 418
High net worth clients: 97
Custody, client assets: $179,292
SEC number: 801-119426
CRD: 310485
Filings on the tape: 12
First filed: Aug 11, 2020
Latest filed: Oct 25, 2024
Organised: Limited Liability Company, Texas

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
JEDRZIEWSKI, JAMES, DUSTIN	MANAGING MEMBER	C	yes	08/2020	Aug 11, 2020	Oct 25, 2024
McNeil, Christopher, Ryan	MANAGING MEMBER	C	yes	08/2020	Aug 11, 2020	Oct 25, 2024
ODETTE, JASON, ROBERT	CCO, MANAGING MEMBER	C	yes	08/2020	Aug 11, 2020	Oct 25, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2023	Feb 15, 2024	$200M	$200M	6	4	n/a	n/a
2022	Jan 13, 2023	$185M	$185M	6	4	n/a	n/a
2021	Mar 15, 2022	$153M	$153M	7	5	n/a	n/a
2020	Feb 1, 2021	$189M	$189M	6	4	n/a	n/a

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
2023	$200M	$185M	8.2%	$189M	1.8%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MARIDEA WEALTH MANAGEMENT	4	Nov 22, 2024	Sep 30, 2024	SHAVANO PARK, TX	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MML INVESTORS SERVICES, LLC	4	Oct 6, 2020	Oct 9, 2020	SAN ANTONIO, TX	Team lift out	Ibd to new firm	0.1%

Relationships

Controls (3)

← ODETTE, JASON, ROBERTOwnerCCO, MANAGING MEMBER, ownership code C, individual
Aug 11, 2020 to presentfactForm ADV
← JEDRZIEWSKI, JAMES, DUSTINOwnerMANAGING MEMBER, ownership code C, individual
Aug 11, 2020 to presentfactForm ADV
← McNeil, Christopher, RyanOwnerMANAGING MEMBER, ownership code C, individual
Aug 11, 2020 to presentfactForm ADV

Registered with (4)

← JASON ROBERT ODETTEAdvisorregistration: previous registration
Oct 1, 2020 to Nov 22, 2024factForm ADV
← JAMES DUSTIN JEDRZIEWSKIAdvisorregistration: previous registration
Oct 9, 2020 to Nov 22, 2024factForm ADV
← Christopher Ryan McNeilAdvisorregistration: previous registration
Oct 1, 2020 to Nov 22, 2024factForm ADV
← Kenneth Armistice MarriottAdvisorregistration: previous registration
Oct 1, 2020 to Nov 22, 2024factForm ADV

Moved with (2)

→ MARIDEA WEALTH MANAGEMENTRegistered adviser4 advisors, firm absorbed, same day
Nov 22, 2024 to Sep 30, 2024factForm ADV
← MML INVESTORS SERVICES, LLCRegistered adviser4 advisors, team lift out, same day
Oct 6, 2020 to Oct 9, 2020factForm ADV

Dated events

Occurred
Nov 22, 2024
Firm absorbed
Vitalstone Financial, LLC's advisors moved to Maridea Wealth Management (Shavano Park, TX): 4 of 4 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Nov 22, 2024
Advisor changed firm
Jason Robert Odette left Vitalstone Financial, Llc for Maridea Wealth Management (registered 2024-09-20)
Form ADVobserved 4 days ago
Occurred
Nov 22, 2024
Advisor changed firm
Christopher Ryan Mcneil left Vitalstone Financial, Llc for Maridea Wealth Management (registered 2024-09-20)
Form ADVobserved 4 days ago
Occurred
Nov 22, 2024
Advisor changed firm
James Dustin Jedrziewski left Vitalstone Financial, Llc for Maridea Wealth Management (registered 2024-09-30)
Form ADVobserved 4 days ago
Occurred
Nov 22, 2024
Advisor changed firm
Kenneth Armistice Marriott left Vitalstone Financial, Llc for Maridea Wealth Management (registered 2024-09-20)
Form ADVobserved 4 days ago
Occurred
Aug 11, 2020
First Form ADV filing
Vitalstone Financial Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4aa27cf1-a87d-3137-622f-e8a7d79aefab
First observed: Aug 11, 2020
Last observed: Oct 25, 2024 23 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.

VITALSTONE FINANCIAL, LLC

CRD 310485

SHAVANO PARK, TX

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:4aa27cf1-a87d-3137-622f-e8a7d79aefab

Data as of Oct 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JEDRZIEWSKI, JAMES, DUSTIN

MANAGING MEMBER

yes

08/2020

Aug 11, 2020

Oct 25, 2024

McNeil, Christopher, Ryan

MANAGING MEMBER

yes

08/2020

Aug 11, 2020

Oct 25, 2024

ODETTE, JASON, ROBERT

CCO, MANAGING MEMBER

yes

08/2020

Aug 11, 2020

Oct 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 15, 2024

$200M

n/a

2022

Jan 13, 2023

$185M

n/a

2021

Mar 15, 2022

$153M

n/a

2020

Feb 1, 2021

$189M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$200M

$185M

8.2%

$189M

1.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MARIDEA WEALTH MANAGEMENT

Nov 22, 2024

Sep 30, 2024

SHAVANO PARK, TX

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MML INVESTORS SERVICES, LLC

Oct 6, 2020

Oct 9, 2020

SAN ANTONIO, TX

Team lift out

Ibd to new firm

0.1%