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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vida Wealth Partners Inc
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|---|---|
| CRD # | 140824 |
| SEC # | 801-132443 |
| CIK # | |
| AUM | $111.5 M (2025-03-31) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 805-962-8455 |
| Address | 929 Santa Barbara Street Santa Barbara, CA 93101-2106 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 10.7 |
| (b) Individuals (high net worth individuals) | 16 | 100.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 45 | 111.5 |
| By Discretionary | ||
| Discretionary | 36 | 109.9 |
| Non-Discretionary | 9 | 1.6 |
| Total | 45 | 111.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.5 | |
| Total | 45 | 111.5 |
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|---|---|---|
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✚
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0.1 | |
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Main Line Group Wealth Management LLC
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0.1 | |
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October Effect Ltd
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Ralicki & Company PA
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FL | 0.1 |
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Purewater Capital LLC
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TX | 0.1 |
|
Savior LLC
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|
The Hajdari Group LLC
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NY | 0.1 |
|
Skyline Financial Northwest Inc
✚
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OR | 0.1 |
|
Pacific Coast Investment Advisors LLC
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|
OR | 0.1 |
|
Oxley Harry KEIR
✚
|
CA | 0.1 |