Vitale Wealth Management

Financial planning in Metamora, MI

State registeredNo commissions reported

Call (855) 756-5700 Send a message Map ↗

Public-record details

Address: 3778 S. Lapeer Rd., Metamora, MI 48455
Phone: (855) 756-5700
Listed under: Financial planning, Hourly fees, % of assets managed
Legal name: American Retirement Advisors, INC.
CRD number: 284112
Registration: State registered: MI
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Other (Co-Advisor Fees)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $101.8 million
Accounts managed: 850
Clients reported (Form ADV 5.D): 383
Individual / high-net-worth clients: 367 / 16
Employees: 2
Other business activities (Form ADV 6.A): Also active as: real estate broker/agent, insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-28

State registered (MI) investment adviser, CRD 284112, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 284112 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.