A complete list of active advisors currently associated with Vivid Wealth Management, LLC

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

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.

To learn more about the advisors currently working at Vivid Wealth Management, 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.