Vida Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$78,928,006
Clients
27
Advisors
1
of 3 employees
About
Vida Private Wealth serves high‑net‑worth individuals and families with a mix of private wealth management, multi‑family office services, financial life planning, retirement plan consulting, and NextGen financial education. The firm provides tailored, discretionary portfolio management through an open‑architecture platform and also offers non‑continuous or consulting engagements as needed.
The firm’s investment approach emphasizes individualized, fiduciary advice and multi‑asset portfolios that can include public equities, fixed income, ESG strategies and a range of alternative investments. Vida Private Wealth may implement strategies using third‑party sub‑advisers and, for certain qualified clients, offers access to private fund investments and performance‑based compensation arrangements.
What distinguishes Vida Private Wealth from many peers is that it also acts as the manager and sponsor of affiliated private limited partnerships and solicits client investment in those funds, which creates additional fund‑related compensation and potential conflicts of interest. The firm’s representatives are licensed to sell insurance and may receive commission‑based compensation for insurance products, and the firm combines in‑house family office services with outsourced specialists for certain tax, trustee and administrative functions.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000 - $20,000,000: 0.80% $20,000,000 - $30,000,000: 0.70% $30,000,000 - $40,000,000: 0.60% $40,000,000 - $50,000,000: 0.50% $50,000,000 - $60,000,000: 0.40% $60,000,000 - $70,000,000: 0.30% $70,000,000+: 0.25%
Performance-based fees are charged for Alternative Investments based on a percentage of net profits; annual management fee up to 2.00% for private funds; carried interest up to 30% of profits for the Funds.
Account minimum: $5,000,000
Main office
301 North Lake Avenue, Suite 600
Pasadena CA 91101
Advisors at this office
1
Most active in
California
Also doing business as
Vida Private Wealth · Vida Private Wealth LLC
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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