2600 Westown Parkway
Suite 150
West Des Moines, Iowa 50266
Tel: (515) 480-7593
VIVID WEALTH MANAGEMENT, LLC, formally registered with the SEC as VIVID WEALTH MANAGEMENT, LLC. The firm was established in 09/16/2022. They have over 1 offices throughout the country.
VIVID WEALTH MANAGEMENT, LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $126,334,555 assets under management, offering retirement planning & investment advisory services to 751 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 322974 |
SEC# | 801-126577 |
Assets Managed by Firm | $126,334,555 |
No. of Clients | 751 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 751 | $126,334,555 |
Individuals (other than high net worth individuals) | 261 | $83,800,839 |
High net worth individuals | 28 | $42,533,716 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$279,108,496,692 | 13656 | 1925 | |
$93,670,595,774 | 1522 | 484 | |
$87,349,594,698 | 210 | 289 | |
$82,427,818,654 | 461370 | 3352 | |
$9,416,854,861 | 46075 | 1430 |
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