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VIDA WEALTH PARTNERS, INC.

CRD 140824 · SEC 801-132443

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929 SANTA BARBARA STREET, SANTA BARBARA, CA, 93101-2106, United States

Phone

805-962-8455

Fax

805-965-5682

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$129.6M

Discretionary AUM

$127.7M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals9$2.4M
High net worth individuals19$127.3M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD