Unclaimed Profile

Matthew Jon Lum

VIDA WEALTH PARTNERS, INC.·SANTA BARBARA, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record22 years registeredVIDA WEALTH PARTNERS, INC.

929 SANTA BARBARA STREET, SANTA BARBARA, CA 93101-2106CRD# 1622477Firm CRD# 140824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Jon Lum · SANTA BARBARA, CA

Registration

CRD #1622477 · VIDA WEALTH PARTNERS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

VIDA WEALTH PARTNERS, INC.

Oct 2006 – present

CETERA ADVISOR NETWORKS LLC

Nov 2017 – Nov 2017

SANTA BARBARA, CA

GIRARD SECURITIES, INC.

Nov 2004 – Nov 2017

SANTA BARBARA, CA

SENTINEL CAPITAL MANAGEMENT,INC.

Oct 2003 – Dec 2004

LAGUNA HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 6, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIDA WEALTH PARTNERS, INC.

CRD 140824 · SEC 801-67215

AUM

$70M

Regulatory assets under management

Employees

59 client accounts

Services offered by VIDA WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VIDA WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Jon Lum offer?

Matthew Jon Lum specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Matthew Jon Lum's credentials?

Matthew Jon Lum holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Jon Lum located?

Matthew Jon Lum is based in SANTA BARBARA, California, working with VIDA WEALTH PARTNERS, INC.. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Matthew Jon Lum charge for services?

Matthew Jon Lum's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIDA WEALTH PARTNERS, INC.?

VIDA WEALTH PARTNERS, INC. has approximately 1 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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