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, SEC-registered registered investment adviser organized as an LLC and established in 2022. The firm serves individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its client billing mixes an assets-under-management fee with hourly charges. Vivid reports it is not a capital allocator, is not active on ESG mandates, and does not operate as a multi-state or pension consultant adviser. The firm lists relationships with an accountant and an insurance company as industry affiliations.
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 3CAMERON 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 28Active vs passive
$203M in ETFs
69%
$141M
25%
$62.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26.4M | 40,355 | 12.98% |
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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