Vivid Wealth Management LLC
Firm details
- Headquarters
- Southlake, Texas
- CRD number
- 328095
- Website
- www.vividwm.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Vivid Wealth Management LLC is an individual-owned limited liability company operating as an institutional registered investment adviser that functions as a capital allocator. The firm’s primary advisory activity is the selection of other advisers, indicating its role is focused on sourcing and allocating client capital to external managers rather than running a large in-house investment platform. Vivid reports a nonstandard fee structure ("Other") and does not position itself as an ESG investor. It is not registered as a multi-state adviser, is not described as a pension consultant, and is not identified as a related adviser or newly formed firm. The company also lists an affiliation with an insurance company, suggesting either a business relationship or a distribution/partnering arrangement with an insurance-sector entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Grant Augustini
CCOCRD 7049044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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