Vida Private Wealth LLC

RIAState Registered

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 individually owned LLC that operates as a multi‑strategy manager, combining hedge fund and private equity activity with advisory services. The firm serves both individual/family and institutional clients and charges a mix of percentage‑of‑AUM and performance‑based fees. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting services, and selection of third‑party advisers. Vida identifies as an active ESG investor and does not position itself primarily as a capital allocator. Vida’s business model includes direct involvement in pooled vehicles: the firm appears as a general partner/managing member and sponsor on certain funds, which aligns with its classification as a multifaceted fund manager rather than a pure wealth-only RIA.