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Matthew Jon Lum

VIDA WEALTH PARTNERS, INC.·SANTA BARBARA, California
Clean recordVIDA 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Jon Lum is a registered financial advisor based in SANTA BARBARA, California, affiliated with VIDA WEALTH PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VIDA WEALTH PARTNERS, INC.
VIDA WEALTH PARTNERS, INC.
AUM
$70M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at VIDA WEALTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1622477
Firm CRD# 140824
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Research
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