Vivid Wealth Management LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Southlake, Texas
CRD number
328095
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Grant Augustini

    Grant Augustini

    CCOCRD 7049044

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth