Matthew W Romney

Employer firm

Vitality Capital Management, LLC CRD 284276

$77.2M regulatory AUM 197 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Vitality Capital Management, Llc
  Sandy, UT
• 05/2014 → 05/2020
  Financial Path, L.L.C.
  Sandy, UT
• 04/2012 → 05/2020
  Vitality Life, L.L.C. Dba Vitality Life Financial Group
  Sandy, UT

Other Businesses

Matthew Romney is an owner of VCM Tax, LLC and spends approximately 5% of his time engaged in this activity. VCM Tax, LLC provides tax, accounting, & payroll services. Clients are not obligated to use VCM Tax, LLC or any of its services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-24

Other Names

• Matt Romney
• Matthew Wengren Rommey
• Matthew Wengren Romney