Member · Vita Planning Group LLC
Erik H. Hansen
CRD 7329416 · Named on Form ADV at one SEC-registered adviser
At a glance
Vita Planning Group LLC, an SEC-registered wealth manager based in Camas, WA with $84 million in regulatory assets, lists Erik H. Hansen on its Form ADV as Member, a control person.
Firms and roles
- Vita Planning Group LLCMemberWealth manager · Camas, WA · $84M in regulatory assets
AtlasMembers
Erik’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Karl E. HansenMember and CCO, Vita Planning Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.