Vida Wealth Partners, Inc.

VIDA Wealth Partners is an SEC-registered, single-advisor independent investment adviser that provides investment supervisory services, individual portfolio management, third‑party manager selection, and written financial planning to individuals (including high‑net‑worth clients), charities, and businesses. The firm manages roughly $130 million for a small client base and offers both discretionary and non‑discretionary management as well as manager selection programs.

The advisor develops a Personal Investment Policy Statement with each client and emphasizes asset allocation, mutual fund/ETF analysis, and long‑term purchase strategies, while monitoring third‑party managers and conducting at least annual account reviews with quarterly reporting. Financial planning is provided as a written plan delivered after in‑depth fact‑finding and is billed on an hourly basis.

Distinctive features include the firm principal’s active roles outside the RIA: the advisor is also registered with a broker‑dealer and licensed to sell life, health, and variable insurance products, and the firm discloses that implementation of insurance or commissionable products can create conflicts of interest and describes mitigation steps (disclosure, recommending lower‑cost products, and offsetting commissions against advisory fees). The firm also requires a relatively high managed‑asset threshold for its investment management service and uses custodial relationships and platform services with major custodians, which factor into its brokerage and operational arrangements.