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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-12-2006
- Office Locations
- 1
Office Locations
About Vida Wealth Partners, Inc.
VIDA Wealth Partners is a Santa Barbara, CA registered investment adviser providing consultative wealth management plus financial and investment planning for a limited number of high-net-worth individuals, closely held businesses, trusts, and pensions. The firm emphasizes long-term, highly customized relationships; securities are offered through Independent Financial Group (IFG), and client assets are held at major custodians such as Schwab and Fidelity.
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Owner & Executives
MATTHEW JON LUM
Chief Compliance Officer, President
- CRD
- #1622477
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,742,970 | $3,452,513 |
| Non-Discretionary | $1,884,871 | $235,609 |
| Total | $129,627,841 | $2,880,619 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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