A complete list of active advisors currently associated with Vida Private Wealth LLC

Warmer can help you find a great advisor at Vida Private Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Vida Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
G Miguel Alves profile photo G Miguel Alves
Pasadena, CA
21
Warmer team member

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