| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Dale McCarty | Chief Executive Officer | Under 5% | 2021 |
| Thomas Stuart Breitbach | Chief Compliance Officer | Under 5% | 2022 |
| Vivid Tax Advisory Services, LLC Control | Owner | Over 75% | 2021 |
Vivid Wealth Management, LLC reports $234.7 million in regulatory assets under management on its Form ADV.
Vivid Wealth Management, LLC reports 2 employees.
Vivid Wealth Management, LLC is based in West des Moines, IA and has been SEC-registered since 2022.
Vivid Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2600 Westown Parkway, Suite 150, West des Moines, IA 50266 |
| Phone | (515) 480-7593 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $234.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $234.7M |