V
Vivid Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
50
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$0
About
Vivid Wealth Management LLC, founded in 2023, is a single‑advisor independent firm that works with individuals and high‑net‑worth clients (approximately 50 clients). The firm does not directly manage client assets; instead it provides advisory services by recommending third‑party money managers and acting as a liaison for onboarding, ongoing reporting, and administrative matters.
The firm’s investment approach is to evaluate client objectives and refer clients to registered third‑party money managers (TPMs), monitoring TPM performance and delivering TPM disclosures and paperwork. Vivid receives referral and ongoing fee shares from TPMs (for example, a referral arrangement with Gradient Investments) rather than charging a standalone percentage‑of‑assets fee on accounts it directly manages.
Several features in the brochure are uncommon among peers: the firm discloses two misdemeanor convictions involving its principal from 2014 and 2015, and a principal is also an insurance agent affiliated with an insurance business and spends about half of their time producing insurance, receiving commissions. Vivid does not provide direct portfolio management or charge its own percentage‑of‑AUM fees, instead relying on TPM fee schedules and an incentive participation program with a TPM that pays additional compensation once AUM thresholds are met.
Client services
Selection of other advisers
Expertise
Active portfolio management
Fee options
Client Directed Accounts: flat fee of $300
$0+: 2.15% annually (Custom Indexing - Strategic) $0+: 2.00% annually (Strategic Portfolio) $0+: 1.85% annually (Custom Indexing - Allocation) $0+: 1.70% annually (Allocation) $0+: 1.70% annually (Defined Outcome) $0+: 1.50% annually (Private Wealth) $0+: 1.00% annually (Preservation Portfolio)
Investment Advisor Representatives receive commissions as licensed insurance agents; external compensation from insurance product sales.
Minimum fee: $15 Quarterly Service Fee technology fee charged per account or investment strategy
Main office location
Vivid Wealth Management LLC
420 N Carroll Ave, Suite 160
Southlake TX 76092, United States
Number of offices
1
Most active in
Vivid Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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