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.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$71.2MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$71.2M

Private client RAUM

$66.4MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Employees

5

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

292

Individual clients

56

High net worth clients

15

Custody, client assets

$0

CRD

318147

Filings on the tape

1

First filed

Mar 31, 2026

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, IA

Website

vitalwealth.com

• Occurred

  Jul 18, 2023
  Team lift-out

  2 advisors left Vital Capital LLC (Clinton, IA) for Entrewealth on the same day

  Form ADVobserved 6 days ago
  2 advisors
• Occurred

  Jul 18, 2023
  Advisor changed firm

  John Michael Gambone left Vital Capital Llc for Entrewealth (registered 2023-07-20)

  Form ADVobserved 6 days ago
• Occurred

  Jul 18, 2023
  Advisor changed firm

  Michael Allen Harris left Vital Capital Llc for Entrewealth (registered 2023-07-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d300a038-1bb6-1491-8c44-32adac4e41d6

First observed

Mar 31, 2026

Last observed

Mar 31, 2026 5 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.