Vibrance Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vibrance Wealth Management LLC offers discretionary and non-discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. Its services explicitly include portfolio management for individual accounts, modular or comprehensive financial plans, and pension-plan consulting for qualified retirement plans.
The firm’s investment process uses a mix of fundamental, technical, charting and cyclical analysis and may employ long- and short-term strategies, options, and sub‑advisors to implement portfolios. It provides ongoing account review and client consultations and can delegate investment authority to selected sub‑advisers as part of its service model.
What distinguishes the firm relative to peers in this reporting category is the combination of ERISA 3(21)/3(38) pension-plan services with individual portfolio management and the use of both hourly and fixed fees for planning engagements — features that are statistically less common among similar firms. The firm also maintains an affiliated insurance business and regularly selects other advisers to manage client assets, and it does not serve as a private‑fund adviser, focusing its activities on individual and plan-level advisory work.
Client services
Expertise
Occupation focus
Fee options
Flat fees ranging from $4,000 to $20,000 for financial planning depending on complexity and client net worth
$250,000 - $500,000: 2.00% annually base fee plus 0.28% sub-advisor fee, total 2.28% $500,001 - $1,000,000: 1.50% annually base fee plus 0.28% sub-advisor fee, total 1.78% $1,000,001 - $5,000,000: 1.25% annually base fee plus 0.28% sub-advisor fee, total 1.53% Over $5,000,000+: 1.00% annually base fee plus 0.28% sub-advisor fee, total 1.28%
$250 per hour for financial planning services
Account minimum: $250,000 Minimum fee: Minimum monthly fee of $416.67 Fee-only: Hourly rate of $250 per hour; Fixed fees between $4,000 and $20,000 for financial planning
Main office
19656 Stevens Creek Blvd.
Cupertino CA 95014
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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