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Matthew Jon Lum

President And Chief Compliance OfficerVida Wealth Partners, Inc.CRD 1622477

About Matthew Jon Lum

Matthew Jon Lum is listed as President And Chief Compliance Officer at Vida Wealth Partners, Inc. in Santa Barbara, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Vida Wealth Partners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Jon Lum work?

Matthew Jon Lum is listed as President And Chief Compliance Officer at Vida Wealth Partners, Inc. on SEC Form ADV.

How much of Vida Wealth Partners, Inc. does Matthew Jon Lum own?

Form ADV reports a beneficial ownership band of Over 75%.

Vida Wealth Partners, Inc.

TitlePresident And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2006
View Vida Wealth Partners, Inc. →