Vibrance Wealth Management LLC

Overview

Vibrance Wealth Management LLC is organized as a limited liability company and is recorded in FINTRX as a capital allocator that provides advisory services to individuals and small businesses. The firm lists fee arrangements that include a percentage of assets under management, hourly charges, fixed fees, and other fee types. Its advisory offerings, as reported, cover financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers, which suggests the firm can act in an adviser-of-advisers capacity or outsource manager selection. FINTRX flags the firm as not actively pursuing ESG investments and indicates it is not registered as a multi-state adviser. The record also links Vibrance Wealth Management LLC with an insurance company affiliation, implying some level of relationship or distribution channel with an insurer. FINTRX does not classify the firm into a standard category and lists it as "Unclassified" in the snapshot data.

Assets & Accounts

Location & Offices