Vivid Wealth Management, LLC
● SEC registered since 2022CRD 322974SEC# 801-126577West des Moines, IA
Reg. AUM
$290.9M
Employees
3
Accounts
1,199
Location
West des Moines, IA
Vivid Wealth Management, LLC assets under management
Vivid Wealth Management, LLC operates as an SEC-registered investment adviser based in West des Moines, IA. The firm has been registered since 2022. It reports $290.9 million in regulatory assets under management and employs 3 people.
Vivid Wealth Management, LLC owners & executives
4 reported| 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 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vivid Wealth Management, LLC manage?
Vivid Wealth Management, LLC reports $290.9 million in regulatory assets under management on its Form ADV.
How many employees does Vivid Wealth Management, LLC have?
Vivid Wealth Management, LLC reports 3 employees.
Where is Vivid Wealth Management, LLC located?
Vivid Wealth Management, LLC is based in West des Moines, IA and has been SEC-registered since 2022.
Does Vivid Wealth Management, LLC disclose fund performance?
Vivid Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$290.9M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$290.9Mregulatory AUM
Discretionary $290.9M