Overview
Assets Under Management: $130 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 19
Average Client Assets: $6.7 million
Frequently Asked Questions
VIDA WEALTH PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140824), VIDA WEALTH PARTNERS, INC. is subject to fiduciary duty under federal law.
VIDA WEALTH PARTNERS, INC. is headquartered in SANTA BARBARA, CA.
VIDA WEALTH PARTNERS, INC. serves 19 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, VIDA WEALTH PARTNERS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VIDA WEALTH PARTNERS, INC. manages $130 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, VIDA WEALTH PARTNERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.18%
Average Client Assets: $6.7 million
Total Client Accounts: 45
Discretionary Accounts: 37
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 140824
Filing ID: 2072814
Last Filing Date: 2026-03-26 13:43:13