Isaac Wilhelm Vitu
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Isaac Wilhelm Vitu? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsDec 2025 to now
- The University of AkronMay 2025 to Dec 2025
- LPL Financial LLCJan 2025 to Aug 2025
- Tinkers Creek Road Tavern LLCJun 2024 to Dec 2025
- Cuyahoga Heights High SchoolAug 2022 to May 2024
- Scratch Restaurant LLCOct 2021 to Jun 2025
- Wilson Feed MillJun 2021 to Jun 2022
- Vitu Academy High SchoolAug 2020 to Aug 2022
- Vitu Academy Middle SchoolAug 2018 to Aug 2020
- Vitu Academy Elementary SchoolAug 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8028394
- Firm CRD
- 104555