Vitality Wealth LLC

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Boise
CRD Number
Website myvitalitywealth.com
Client types

Overview

Vitality Wealth LLC is an independent, fee-only registered investment advisory firm based in Meridian, Idaho. Founded by James Smith and Jessica Smith, the firm provides financial planning, investment management, and tax strategy services to clients across the United States. It primarily serves physicians, dentists, small business owners, dual-income professionals, and families with complex financial needs. Its investment approach emphasizes diversified portfolios, evidence-based asset allocation, risk management, and long-term financial objectives. The firm also provides retirement planning, equity compensation planning, estate planning coordination, and tax-efficient investment strategies. It maintains client portfolios through the third-party custodian Altruist and charges asset-based advisory fees subject to a minimum annual fee. Its website also publishes financial education and tax-planning insights, including articles released in 2026.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Vitality Wealth LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

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Company