VIVID WEALTH MANAGEMENT, LLC

2600 Westown Parkway
Suite 150
West Des Moines, Iowa 50266
Tel: (515) 480-7593

About VIVID WEALTH MANAGEMENT, LLC

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 $171,948,835 assets under management, offering retirement planning & investment advisory services to 930 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322974
SEC#	801-126577
Assets Managed by Firm	$171,948,835
No. of Clients	930
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	930	$171,948,835
Individuals (other than high net worth individuals)	318	$105,028,201
High net worth individuals	44	$66,920,634

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