Vivid Wealth Management, LLC
Firm details
- Headquarters
- West Des Moines, Iowa
- CRD number
- 322974
- Registered since
- September 16, 2022
- Website
- retirevivid.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI55.92%
- Individuals44.08%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vivid Wealth Management, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individual and family clients. The firm, SEC-registered in 2022 and organized as an LLC with domestic individual ownership, charges clients on a percentage-of-AUM basis and also offers hourly billing. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars/workshops. Vivid maintains industry relationships with accounting and insurance firms. It is not characterized as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities42%
- Cash & Cash Equivalents7%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Cameron Mccarty
Founder & AdvisorCRD 5426177
Thomas Breitbach
Client Portfolio ManagerCRD 6438895
Shera Erickson
Associate AdvisorCRD 8164580
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$229M in ETFs
71%
$162M
24%
$67M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $30.6M | 40,799 | 13.35% |
Location
West Des Moines, IA
Polk
Location
West Des Moines, IA
Headquartered in West Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 2600 Westown Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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