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 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.

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.