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 primarily high‑net‑worth individuals and families through multi‑family office and private wealth management services, including financial life planning, NextGen financial education, and retirement plan consulting. The firm offers tailored investment programs that may include equities, fixed income, ESG strategies, and access to alternative investments. Vida uses an open‑architecture, client‑centered approach, designing individualized portfolios, monitoring and rebalancing them, and engaging third‑party sub‑advisors when appropriate. The firm manages most client assets on a discretionary basis while also providing non‑discretionary and non‑continuous advisory services as requested. Compared with many supported peers, Vida is also a private fund manager and sponsor—acting as investment manager to an affiliated private 3(c)(1) fund—and it collects performance‑based fees on alternative investments, arrangements that raise additional conflicts and suitability considerations. The brochure also discloses that representatives sell insurance (earning commissions) and calls out specific practices and risks—such as use of securities‑backed lines of credit, political risk, and reliance on AI tools for certain functions—that are less commonly emphasized by firms of its size.

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.