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Vida Wealth Partners, Inc.

● SEC registered since 2025CRD 140824SEC# 801-132443Santa Barbara, CA
Export (members)
Reg. AUM
$111.5M
Employees
1
Accounts
45
Location
Santa Barbara, CA

Vida Wealth Partners, Inc. assets under management

Vida Wealth Partners, Inc. is an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2025. It reports $111.5 million in regulatory assets under management and employs 1 people.
www.vidawealthpartners.comView on SEC.gov ↗

Vida Wealth Partners, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Matthew Jon Lum ControlPresident And Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Vida Wealth Partners, Inc. manage?

Vida Wealth Partners, Inc. reports $111.5 million in regulatory assets under management on its Form ADV.

How many employees does Vida Wealth Partners, Inc. have?

Vida Wealth Partners, Inc. reports 1 employees.

Where is Vida Wealth Partners, Inc. located?

Vida Wealth Partners, Inc. is based in Santa Barbara, CA and has been SEC-registered since 2025.

Does Vida Wealth Partners, Inc. disclose fund performance?

Vida Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address929 Santa Barbara Street, Santa Barbara, CA 93101-2106
Phone805-962-8455
Fax805-965-5682
Office hours6:30 a.m. To 3:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.9M
Non-discretionary$1.6M
Total (RAUM)$111.5M