Vida Private Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$78,928,006
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
27
81% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
LowAverage account size
$2,923,259
About
Vida Private Wealth serves primarily high‑net‑worth individuals and families through multi‑family office and private wealth management services, including financial life planning, NextGen financial education, and retirement plan consulting. The firm offers tailored investment programs that may include equities, fixed income, ESG strategies, and access to alternative investments.
Vida uses an open‑architecture, client‑centered approach, designing individualized portfolios, monitoring and rebalancing them, and engaging third‑party sub‑advisors when appropriate. The firm manages most client assets on a discretionary basis while also providing non‑discretionary and non‑continuous advisory services as requested.
Compared with many supported peers, Vida is also a private fund manager and sponsor—acting as investment manager to an affiliated private 3(c)(1) fund—and it collects performance‑based fees on alternative investments, arrangements that raise additional conflicts and suitability considerations. The brochure also discloses that representatives sell insurance (earning commissions) and calls out specific practices and risks—such as use of securities‑backed lines of credit, political risk, and reliance on AI tools for certain functions—that are less commonly emphasized by firms of its size.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
ESG / Sustainable investing
Private / alternative investments
Multi-generational wealth transfer
Business exit / sale strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Fee options
$0 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000 - $20,000,000: 0.80% $20,000,000 - $30,000,000: 0.70% $30,000,000 - $40,000,000: 0.60% $40,000,000 - $50,000,000: 0.50% $50,000,000 - $60,000,000: 0.40% $60,000,000 - $70,000,000: 0.30% $70,000,000+: 0.25%
Performance-based fees for alternative investments calculated as a percentage of net profits; typically 20% carried interest in VIDA Vision Fund, LP.
Account minimum: $5,000,000
Main office location
Vida Private Wealth LLC
301 North Lake Avenue, Suite 600
Pasadena CA 91101, United States
Number of offices
1
Most active in
Vida Private Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
Quick links
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