Vivid Wealth Management, LLC

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Client assets under management

$290,878,048

Clients

434

21% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

145

Very High

Average account size

$670,226

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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Annuities

Fee options

Percentage

$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%

Project-based

$150 - $250 per hour

Main office location

Vivid Wealth Management, LLC

2600 Westown Parkway, Suite 150

West Des Moines IA 50266, United States

Number of offices

Most active in

Iowa · Nebraska · Texas

Disclosures

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:

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website (515) 480-7593

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, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Vivid Wealth Management since 2022 and also operates Vivid Tax Advisory Services, which he founded in 2015. In addition to his advisory roles, Mccarty is an independent insurance agent specializing in fixed insurance products and owns a tax preparation business. Vivid Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of ETFs, mutual funds, equities, and fixed income. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and offers educational workshops on retirement and financial topics.

Annuities

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 previously worked at Brokers Financial. Breitbach holds Series 63 and Series 65 licenses. Vivid Wealth Management, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses to guide investment decisions and offers both discretionary and non-discretionary asset management services.

Annuities

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. She holds a Series 65 designation and has been in the industry since 2023, with prior experience at Vivid Tax & Wealth Advisors and Lenz Heating & Cooling. Vivid Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a variety of investment strategies and offers both discretionary and non-discretionary asset management, with a focus on ETFs, mutual funds, individual equities, and fixed income.

Annuities

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