Overview
Assets Under Management: $235 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
VIVID WEALTH MANAGEMENT, LLC 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 #322974), VIVID WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VIVID WEALTH MANAGEMENT, LLC is headquartered in WEST DES MOINES, IA.
VIVID WEALTH MANAGEMENT, LLC serves 70 high-net-worth clients according to their SEC filing dated December 10, 2025. View client details ↓
According to their SEC Form ADV, VIVID WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
VIVID WEALTH MANAGEMENT, LLC manages $235 million in client assets according to their SEC filing dated December 10, 2025.
According to their SEC Form ADV, VIVID WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,061
Discretionary Accounts: 1,061
Regulatory Filings
CRD Number: 322974
Filing ID: 2032516
Last Filing Date: 2025-12-10 09:05:53
Website: 0