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 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

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

    Grant Augustini

    CCOCRD 7049044

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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