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VIVID WEALTH MANAGEMENT, LLC

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

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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 $126,334,555 assets under management, offering retirement planning & investment advisory services to 751 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#322974
SEC# 801-126577
Assets Managed by Firm $126,334,555
No. of Clients 751
No. of Advisors 2

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total751$126,334,555
Individuals (other than high net worth individuals)261$83,800,839
High net worth individuals28$42,533,716
Inquire with VIVID WEALTH MANAGEMENT, LLC

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AEGON ASSET MANAGEMENT US
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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PRINCIPAL SECURITIES, INC.
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