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Featured Business Financial Advisor in Kirkland, WA
Kirkland Financial Advisors
Vita Intellectus
3400 Carillon Point
Kirkland, WA 98033
(425) 406-6830
“Bringing simplicity to the complexities of life!”
Advisor Profile
Josh Label
Name:  Josh Label
Phone Number:  (425) 406-6830
Website:  Visit Website

About Vita Intellectus

Vita Intellectus is an independent registered investment advisor which provides open architecture, fee-based comprehensive wealth management services to individuals, families, businesses and institutional investors.

Our advisors have dedicated their careers to private wealth management. What sets us apart is our integrity, dedication to excellence, client centric approach and a philosophy to always give more than you take. We strongly believe that the best wealth advisory relationship should be free from conflicts of interest, which is why we provide fiduciary advice in its purest form.

With strong conviction and leadership, our sole focus is to understand each client individually and provide solutions to help them achieve their goals...Bringing Simplicity to the Complexities of Life.
 

General Information

States Licensed in:    WA
SEC File#:    801-72765
Firm CRD#:    159164
CRD#:    5032599
States Willing to do Business in:   
Years of Experience in Financial Services:    10
Name of Custodial Firm:    Charles Schwab Institutional
Number of Years with Current Firm:    4
 

Qualifications & Memberships

Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
 

Firm Information

Assets Managed by Advisor:    140M
Assets Managed by Firm:    140M
Firm's Number of Managed Clients:    120
Firm's Number of Planning Clients:    120
Firm's Number of Clients:    120
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets
Fee Structure:    Fee Only
 
 
 

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