VIVID WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
328095
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Vivid Wealth Management LLC is organized as a limited liability company and is owned by an individual. FINTRX classifies the firm as a capital allocator whose primary advisory activity is the selection of other advisers, indicating a manager-of-managers or outsourced allocation model rather than a direct, in-house-only investment platform. The firm reports a fee structure listed as "other" and is not identified as an active ESG investor. FINTRX also notes an industry affiliation with an insurance company. The record does not include an SEC registration year and labels the firm as unclassified. Vivid Wealth Management is not marked as a multi-state adviser or a newly formed adviser, and it does not show pension consulting or related-adviser designations.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • Grant Augustini

    CCOCRD 7049044

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
420 N Carroll Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth