Vivid Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vivid Wealth Management serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning services, and it provides one‑time financial plans as well as ongoing asset management. The firm also offers in‑person and online educational workshops and webinars on retirement and general financial topics.
Portfolios are typically constructed using ETFs, mutual funds, equities and fixed‑income (including TIPS) with documented investment policy statements, regular (at least quarterly) reviews, and periodic rebalancing. VWML employs a mix of analytical approaches—modern portfolio theory, fundamental, quantitative, technical, charting and cyclical analysis—and generally seeks discretionary authority to implement investment decisions on clients’ behalf.
The brochure discloses several operational features that are less common among peers: the firm compensates endorsers for marketing, offers public seminars, and describes affiliations with an insurance agency (its parent company) while noting that the principal also operates an accounting practice; these relationships are identified as potential conflicts and are addressed in firm policies. The firm also highlights a preference for ETFs (including precious‑metal sector ETFs) and discloses its custodial relationship and the third‑party services and benefits provided through that custodian.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.60%
$150 - $250 per hour
Main office
2600 Westown Parkway, Suite 150
West Des Moines IA 50266
Advisors at this office
3
Most active in
Iowa · Nebraska · Texas
Also doing business as
Vivid Tax & Wealth Advisors · Vivid Wealth Management, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Cameron M
Series 63, Series 65
West Des Moines, IA
Vivid Wealth Management, LLC
Cameron Mccarty is a financial advisor with Vivid Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Vivid Wealth Management since 2022 and also operates Vivid Tax Advisory Services, which he founded in 2015. In addition to his advisory roles, Mccarty is an independent insurance agent specializing in fixed insurance products and owns a tax preparation business. Vivid Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of ETFs, mutual funds, equities, and fixed income. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and offers educational workshops on retirement and financial topics.
Thomas B
CFA®, Series 65, Series 63
West Des Moines, IA
Vivid Wealth Management, LLC
Thomas Breitbach is a CFA® charterholder with 11 years of experience in the financial industry. He currently serves as an advisor at Vivid Wealth Management, LLC, and previously worked at Brokers Financial and Vivid Tax Advisory Services. Vivid Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a range of analytical approaches and typically invests in ETFs, mutual funds, equities, and fixed income, offering regular portfolio reviews and rebalancing.
Shera E
Series 65
West Des Moines, IA
Vivid Wealth Management, LLC
Shera Erickson is a financial advisor at Vivid Wealth Management, LLC in West Des Moines, IA. She holds a Series 65 designation and has been in the industry since 2023, with prior experience at Vivid Tax & Wealth Advisors and Lenz Heating & Cooling. Vivid Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a variety of investment strategies and offers both discretionary and non-discretionary asset management, with a focus on ETFs, mutual funds, individual equities, and fixed income.
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