Vida Wealth Partners, Inc.
Vida Wealth Partners, Inc. (CRD# 140824) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $78,546,270 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management79MILLION
Total Number of Accounts44ACCOUNTS
Average Account Value$1,785,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Matthew Lum (CRD# 1622477) is an Investment Advisor Representative working at Vida Wealth Partners, Inc. in Santa Barbara, CA and has over 20 years of experience in the finance industry. Matthew Lum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.