Vida Wealth Partners, Inc.
Vida Wealth Partners, Inc. is an SEC-registered wealth manager in Santa Barbara, CA with $129.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Vida Wealth Partners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140824, SEC 801-132443, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $129.6M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 1
- Clients
- 28
- CRD
- 140824
- Ownership
- LUM, MATTHEW, JON; SCHUETTE, RICHARD, ALLEN
How much AUM does Vida Wealth Partners, Inc. have?
Vida Wealth Partners, Inc. reported $129.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Vida Wealth Partners, Inc.?
Disclosed owners and executives of Vida Wealth Partners, Inc. include LUM, MATTHEW, JON, SCHUETTE, RICHARD, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.