Vida Wealth Partners, Inc.
Vida Wealth Partners, Inc. (CRD# 140824) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $88,573,684 in 47 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management89MILLION
-
Total Number of Accounts47ACCOUNTS
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Average Account Value$1,884,546
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Vida Wealth Partners, Inc.
1
Matthew Lum (CRD# 1622477) is an Investment Advisor Representative working at Vida Wealth Partners, Inc. in Santa Barbara, CA and has over 25 years of experience in the finance industry.
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