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VIDA PRIVATE WEALTH LLC
CRD 308575 · SEC 801-118759
301 NORTH LAKE AVENUE, SUITE 600, PASADENA, CA, 91101, United States
Phone
626-778-0678
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.8M
Discretionary AUM
$89.2M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.4M |
| High net worth individuals | 22 | $75.5M |
| Pooled investment vehicles | 2 | $9.7M |
| Pension/profit sharing plans | 1 | $2.6M |
| Charitable organizations | 1 | $590K |
All web addresses on file
Official SEC filing: View on IAPD