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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-04-2018
- Office Locations
- 1
Office Locations
About Vibrant Wealth
Vibrant Wealth Advisors is a Chandler, AZ-based financial planning and wealth management firm serving individuals and business owners, from getting started to legacy-focused planning for higher-income households. The team builds clear, goal-driven plans and manages portfolios across investments and savings, including retirement, tax, insurance, and trust & estate planning. Reported managed assets skew toward ETFs and public funds, with Schwab and Interactive Brokers among custodians.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID W INGLE
Chief Compliance Officer, Chief Executive Officer, MANAGING DIRECTOR
- CRD
- #6194469
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,193,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,193,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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