VIVID WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 328095
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Vivid Wealth Management LLC is organized as a limited liability company and is owned by an individual. FINTRX classifies the firm as a capital allocator whose primary advisory activity is the selection of other advisers, indicating a manager-of-managers or outsourced allocation model rather than a direct, in-house-only investment platform. The firm reports a fee structure listed as "other" and is not identified as an active ESG investor. FINTRX also notes an industry affiliation with an insurance company. The record does not include an SEC registration year and labels the firm as unclassified. Vivid Wealth Management is not marked as a multi-state adviser or a newly formed adviser, and it does not show pension consulting or related-adviser designations.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Grant Augustini
CCOCRD 7049044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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