VIVID WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$291M
Discretionary
$291M
100% of AUM
Avg account
$243K
Accounts
1,199
Employees
3
Advisory reps
3

Firm details

Headquarters
WEST DES MOINES, Iowa
CRD number
322974
Registered since
September 16, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI55.92%
  • Individuals44.08%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vivid Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2022. The firm serves individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its client billing mixes an assets-under-management fee with hourly charges. Vivid reports it is not a capital allocator, is not active on ESG mandates, and does not operate as a multi-state or pension consultant adviser. The firm lists relationships with an accountant and an insurance company as industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 42%, Cash & Cash Equivalents 7%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents7%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

3 of 3
  • CAMERON MCCARTY

    Founder & AdvisorCRD 5426177

  • THOMAS BREITBACH

    Client Portfolio ManagerCRD 6438895

  • Shera Erickson

    Associate AdvisorCRD 8164580

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 28

Active vs passive

$203M in ETFs

Passive

69%

$141M

Active

25%

$62.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$26.4M40,35512.98%

Location

Primary office

WEST DES MOINES, IA

POLK

Location

WEST DES MOINES, IA

Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
POLK
Address
2600 Westown Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth