DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Vita Planning Group LLC
Latest filing Apr 28, 2026
First filing on the tape Jan 22, 2021 · 25 filings
SEC status approved since Feb 22, 2021
RAUM
$83.7M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$68.8M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$27.9M
derived; firm RAUM over IAPD count
Employees
10
3 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$83.7M as of Apr 28, 2026
Mar 15, 2022$34.4M then
HNW client RAUM$58.0M as of Apr 28, 2026
Mar 15, 2022$29.8M then
State-registered IARs (5.B.3)2 as of Apr 28, 2026
Mar 15, 20223 then
Employees (5.A)10 as of Apr 28, 2026
Mar 15, 20227 then
Private funds: no history
RAUM +30% over the last fiscal year+39% a year over threeIARs 3 to 2offices 2 to 4
Practice profile
derived from the filing of Apr 28, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $27.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 17derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $589,355derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.3derivedItem 5.A over advisors
- Advisors per office
- 0.6derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +30%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +19%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$58.0M69%
- Individuals$10.8M13%
- Corporations and businesses$10.1M12%
- Pension and profit-sharing plans$4.8M5.7%
- Individual clients
- 26reported
- HNW clients
- 24reported
- Pension plan clients
- 2reported
- Charitable clients
- 0reported
- Accounts
- 142reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.82 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Erik Hans Hansen | Camas, Wa | Feb 22, 2021 | 14 y | 0 |
| Karl Erik HansenChartered Financial Consultant | Camas, Wa | Feb 22, 2021 | 47 y | 3 |
| Timothy Daniel Gallagher | Camas, Wa | Apr 7, 2021 | 25 y | 8 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Timothy Daniel Gallagher from Liberty Wealth Management, LLCApr 7, 2021 · RIA to a newly registered adviser
- Karl Erik Hansen from Liberty Wealth Management, LLCFeb 22, 2021 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Liberty Wealth Management, LLCApr 1, 2021 · Oakland, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Hans Erik Hansen · Membercontrolsince 11/2020 · owns 50% to 75%
- Erik Karl Hansen · Member And Ccocontrolsince 11/2020 · owns 50% to 75%
Related persons
Schedule D 7.A
- Vita Insurance Associates, Increal estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Camas, Wa · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Mountain View, CA2 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Apr 28, 2026RAUM (Item 5.F) moved from $64,612,815 to $83,688,418 (+30.0%) between the annual amendments of 2025-03-06 and 2026-04-28; the peer median change was +8.0% (219 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, under $100M (219) · 91% percentile
What changed
consecutive filings, newest first
- Advisory employees · 5 to 3Mar 17, 2026 to Apr 28, 2026
- Employees · 12 to 10Mar 17, 2026 to Apr 28, 2026
- HQ city · VANCOUVER to CAMASMar 17, 2026 to Apr 28, 2026
- State-registered IARs · 4 to 2Mar 17, 2026 to Apr 28, 2026
- Other offices · 5 to 4Mar 17, 2026 to Apr 28, 2026
- Accounts · 122 to 142Jan 5, 2026 to Mar 17, 2026
- HNW clients · 22 to 24Jan 5, 2026 to Mar 17, 2026
- Individual clients · 20 to 26Jan 5, 2026 to Mar 17, 2026
- Pension plan clients · 1 to 2Jan 5, 2026 to Mar 17, 2026
- Discretionary RAUM · $64.6M to $83.7MJan 5, 2026 to Mar 17, 2026
- HNW RAUM · $46.7M to $58.0MJan 5, 2026 to Mar 17, 2026
- Individual RAUM · $6.9M to $10.8MJan 5, 2026 to Mar 17, 2026
- Pension RAUM · $2.7M to $4.8MJan 5, 2026 to Mar 17, 2026
- RAUM · $64.6M to $83.7MJan 5, 2026 to Mar 17, 2026
- Employees · 11 to 12Nov 5, 2025 to Jan 5, 2026
- Advisory employees · 4 to 5Mar 6, 2025 to Nov 5, 2025
- Employees · 8 to 11Mar 6, 2025 to Nov 5, 2025
- State-registered IARs · 3 to 4Mar 6, 2025 to Nov 5, 2025
- Other offices · 2 to 5Mar 6, 2025 to Nov 5, 2025
- Financial planning clients · 1-10 to 1-10Feb 11, 2025 to Mar 6, 2025
- Financial planning clients · 26-50 to 1-10Jan 27, 2025 to Feb 11, 2025
- Accounts · 99 to 122Dec 11, 2024 to Jan 27, 2025
- HNW clients · 19 to 22Dec 11, 2024 to Jan 27, 2025
- Individual clients · 15 to 20Dec 11, 2024 to Jan 27, 2025
- Financial planning clients · 0 to 26-50Dec 11, 2024 to Jan 27, 2025
- Discretionary RAUM · $42.8M to $64.6MDec 11, 2024 to Jan 27, 2025
- HNW RAUM · $29.1M to $46.7MDec 11, 2024 to Jan 27, 2025
- Individual RAUM · $4.0M to $6.9MDec 11, 2024 to Jan 27, 2025
- Pension RAUM · $2.0M to $2.7MDec 11, 2024 to Jan 27, 2025
- RAUM · $42.8M to $64.6MDec 11, 2024 to Jan 27, 2025
- Employees · 9 to 8Apr 17, 2024 to Sep 20, 2024
- Accounts · 52 to 99Feb 21, 2023 to Jan 25, 2024
- Corporate clients · 0 to 5Feb 21, 2023 to Jan 25, 2024
- HNW clients · 28 to 19Feb 21, 2023 to Jan 25, 2024
- Individual clients · 18 to 15Feb 21, 2023 to Jan 25, 2024
- Discretionary RAUM · $31.4M to $42.8MFeb 21, 2023 to Jan 25, 2024
- HNW RAUM · $27.1M to $29.1MFeb 21, 2023 to Jan 25, 2024
- Individual RAUM · $3.1M to $4.0MFeb 21, 2023 to Jan 25, 2024
- Pension RAUM · $1.2M to $2.0MFeb 21, 2023 to Jan 25, 2024
- RAUM · $31.4M to $42.8MFeb 21, 2023 to Jan 25, 2024
Signals
1 dated events
- Vita Planning Group Llc filed its initial SEC registration (Form ADV)Jan 22, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 650-567-9300reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- vita401k.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 650-567-9300reportedpublic record, Form ADV, Apr 28, 2026
- Team page
- vita401k.com/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $27.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026