VIDA WEALTH PARTNERS, INC.

Overview

Vida Wealth Partners, Inc. is an independent registered investment adviser serving high‑net‑worth individuals and families. The firm positions itself as a capital allocator: it provides financial planning, discretionary portfolio management for individuals and small businesses, and selects external advisers and managers on clients’ behalf. Compensation mixes include a percentage of assets under management plus hourly and fixed fees, reflecting a hybrid engagement model that can accommodate one‑time planning work alongside managed accounts. Investment activity centers on publicly available pooled vehicles as the core implementation sleeve, while the firm also allocates to third‑party alternative managers for non‑correlated exposure. Vida Wealth Partners does not identify as an active ESG investor. Its practice model skews toward discretionary mandates, with advisers executing agreed strategies across client accounts and engaging outside managers when specialist access is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices