CRD: 322974
Vivid Wealth Management, LLC
$290.9M Total AUM
$290.9M Disc. AUM
-- 3Y CAGR
3 Employees
434 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2022
- Office Locations
- 1
Office Locations
2600 Westown Parkway Suite 150 West DES Moines IA
About Vivid Wealth Management, LLC
Vivid Wealth Management, LLC (West Des Moines, IA) provides retirement-focused wealth management integrating tax, estate, and Social Security planning through a coordinated team approach. Portfolios are built primarily with ETFs and public funds, with assets custodied at Charles Schwab.
Team overview
36 AVG AGE
$97.0M AVG AUM / ADVISOR
$670.2K AVG AUM / CLIENT
2.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
T
THOMAS STUART BREITBACH
Chief Compliance Officer, Wealth Advisor
- CRD
- #6438895
- Ownership
- Less than 5%
Available
Available
Available
C
CAMERON DALE MCCARTY
Advisor, Chief Executive Officer
- CRD
- #5426177
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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S
Shera Adriana Erickson
--
- CRD
- #8164580
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $290,878,048 | $242,601 |
| Non-Discretionary | $0 | -- |
| Total | $290,878,048 | $242,601 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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