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 in West Des Moines, IA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Vivid Wealth Management since 2022 and previously was with Integrity Alliance, LLC for 11 years. Cameron is also active as an independent insurance agent and owns Vivid Tax Advisory Services, where he provides tax planning and financial services. Vivid Wealth Management serves individual and high-net-worth clients offering discretionary portfolio management and financial planning, utilizing ETFs, mutual funds, equities, and fixed-income securities. The firm employs multiple analytical approaches and provides educational workshops and ongoing asset management with regular portfolio reviews and rebalancing.
Thomas B
CFA®, Series 63, Series 65
West Des Moines, IA
Vivid Wealth Management, LLC
Thomas Breitbach is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Vivid Wealth Management, LLC and has prior experience at Brokers Financial and Vivid Tax Advisory Services. Vivid Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a variety of analytical approaches and typically uses ETFs, mutual funds, equities, and fixed income in client portfolios, offering both one-time financial plans and ongoing asset management.
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, holding a Series 65 designation with one year of industry experience. Prior to joining Vivid Wealth Management, she worked at Vivid Tax & Wealth Advisors and has experience outside the financial sector at Lenz Heating & Cooling. Vivid Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering both one-time financial plans and ongoing asset management. The firm employs a variety of analytical approaches and emphasizes ETF investments, providing regular portfolio reviews and educational workshops.
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