VIDA PRIVATE WEALTH LLC

RIASEC RegisteredEst. 2020

Total AUM

$91.8M

Discretionary

$89.2M

97% of AUM

Avg account

$977K

Accounts

Employees

Advisory reps

Firm details

Headquarters: PASADENA, California
CRD number: 308575
Registered since: May 18, 2020
Website: www.vidapw.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI82.25%
Pooled Investment Vehicles10.54%
Individuals3.73%
Pension & Profit Sharing Plans2.84%
Charitable Organizations0.64%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Vida Private Wealth LLC is an SEC-registered limited liability company that operates as both an advisory firm and a private equity fund manager. Founded before 2020 and registered with the SEC in 2020, the firm serves individual and family clients as well as institutional investors. Its advisory scope includes portfolio management for individuals and pooled investment vehicles, pension consulting services, and selection of other advisers. Compensation is based on a percentage of assets under management and can include performance-based fees. The firm identifies as an active ESG investor and maintains industry roles that go beyond typical advisory duties: it functions as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles. That sponsorship and GP activity aligns with the firm’s private fund operations and its use of performance-fee structures.