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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-19-2020
- Office Locations
- 1
Office Locations
About Vida Private Wealth LLC
VIDA Private Wealth is a fiduciary advisory firm focused on helping clients align wealth with their values, providing straightforward advice with transparent fees and responsive service. Through its VIDA Vision Fund, the firm offers families and institutions access to transformative technology investing (AI, robotics) via direct investments and strategic secondary opportunities in a concentrated, high-conviction portfolio.
Team overview
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Accredited Investors
Asset Classes
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
G MIGUEL ALVES
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4963763
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Mike Alves
Founder / Managing Director & Chief Compliance Officer
- CRD
- --
Ariel Praw
--
- CRD
- #7909605
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,192,960 | $584,664 |
| Non-Discretionary | $2,610,608 | -- |
| Total | $91,803,568 | $584,664 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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