Vivid Wealth Management LLC
Firm details
- Headquarters
- Southlake, Texas
- CRD number
- 328095
- Website
- www.vividwm.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Vivid Wealth Management LLC is an individually owned limited liability company that functions as a capital allocator rather than a traditional in-house asset manager. The firm’s stated advisory activity is the selection of other advisers, indicating it sources investment management from external managers instead of running internal, discretionary strategies. Its fee structure is listed as "other," suggesting non-standard or customized billing arrangements. The record flags an industry affiliation with an insurance company. Vivid Wealth Management is not identified as an active ESG investor, is not set up as a multistate adviser, and is not classified as a pension consultant or a related adviser to another registered entity.
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 1
Grant 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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