Vivid Wealth Management, LLC
Vivid Wealth Management, LLC is an SEC-registered mass-market adviser in West Des Moines, IA with $290.9M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Vivid Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322974, SEC 801-126577, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $290.9M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- West Des Moines, IA
- Employees
- 3
- Clients
- 434
- CRD
- 322974
- Ownership
- BREITBACH, THOMAS, STUART; MCCARTY, CAMERON, DALE; VIVID TAX ADVISORY SERVICES, LLC
How much AUM does Vivid Wealth Management, LLC have?
Vivid Wealth Management, LLC reported $290.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Vivid Wealth Management, LLC?
Disclosed owners and executives of Vivid Wealth Management, LLC include BREITBACH, THOMAS, STUART, MCCARTY, CAMERON, DALE, VIVID TAX ADVISORY SERVICES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.