Vida Wealth Partners, Inc.
● SEC registered since 2025CRD 140824SEC# 801-132443Santa Barbara, CA
Reg. AUM
$129.6M
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 $129.6 million in regulatory assets under management and employs 1 people.
Vida Wealth Partners, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Jon Lum Control | President And Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Vida Wealth Partners, Inc. manage?
Vida Wealth Partners, Inc. reports $129.6 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
| Address | 929 Santa Barbara Street, Santa Barbara, CA 93101-2106 |
| Phone | 805-962-8455 |
| Fax | 805-965-5682 |
| Office hours | 6:30 a.m. To 3:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$129.6Mregulatory AUM
Discretionary $127.7MNon-discretionary $1.9M