VIDA WEALTH PARTNERS, INC.

SANTA BARBARA, California·1 registered advisor·CRD# 140824
SEC# 801-67215805-962-8455
01

Firm Overview

AUM
$70M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VIDA WEALTH PARTNERS, INC.

1 registered advisor
Matthew Jon Lum
SANTA BARBARA, California
05

Office Locations

SANTA BARBARA, California
1 advisor

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Data sourced from SEC Form ADV filings. VIDA WEALTH PARTNERS, INC. (CRD# 140824) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.