VIBRANT WEALTH

Overview

Vibrant Wealth is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm emphasizes discretionary portfolio management and financial planning, and it acts as a capital allocator by selecting third‑party managers when appropriate. Its advisory services include fee models tied to a percentage of assets under management as well as hourly and fixed-fee engagements. Investment activity is centered on equity exposure, with the firm showing a clear preference for exchange‑traded equities. Vibrant Wealth uses mutual funds alongside listed equities and ETFs for core exposures and relies on outside managers for certain strategies. The firm does not identify as an active ESG investor. It also maintains an industry affiliation with an insurance company, which can affect product access and planning options offered to clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices