Vida Wealth Partners Inc

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Vida Wealth Partners Inc
CRD #140824
SEC #801-132443
CIK #
AUM 129.6 M (2026-03-26)
Employees 1 (100% Investors, 100% Brokers)
Fees
Minimum
Phone805-962-8455
Address929 Santa Barbara Street
Santa Barbara, CA 93101-2106
Source [IAPD] [Website]
Total AUM ($M)
14011284562802006201320202027
Fees and Compensation — Form ADV Part 2A (3/26/2026) [Brochure]
Item 5 Fees and Compensation

                                  INVESTMENT SUPERVISORY SERVICES INDIVIDUAL
                                         PORTFOLIO MANAGEMENT FEES

     The annualized fee for Investment Supervisory Services is charged as a percentage of assets under
     management, according to the following schedule:
     Assets Under Management                      Annual Fee

     First $1 million                                 1.25%
     Next $1 million to $2.5 million                  1.00%
     Next $2.5 million to $5 million                  0.80%
                                                                                                                          7|Page

Next $5 million to $10 million                  0.70%
$10 million and over                            0.50%

Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value
(market value or fair market value in the absence of market value), of the client's account at the end of the
previous quarter. Fees will be debited from the account in accordance with the client authorization in the
Client Services Agreement.

A minimum of $10,000,000 of assets under management is required for this service. This account size may be
negotiable under certain circumstances. VIDA Wealth Partners, Inc. may group certain related client accounts
for the purposes of achieving the minimum account size and determining the annualized fee.

Limited Negotiability of Advisory Fees: Although VIDA Wealth Partners, Inc. has established the
aforementioned fee schedule, we retain the discretion to negotiate alternative fees on a client-by-client basis.
Client facts, circumstances, and needs are considered in determining the fee schedule. These include the
complexity of the client, assets to be placed under management, anticipated future additional assets; related
accounts; portfolio style, account composition, reports, among other factors. The specific annual fee schedule
is identified in the contract between the adviser and each client.
We may group certain related client accounts for the purposes of achieving the minimum account size
requirements and determining the annualized fee.
Discounts, which are not generally available to our advisory clients, may be offered to family members and
friends of associated persons of our firm.

        SELECTION AND MONITORING OF THIRD-PARTY MONEY MANAGERS FEES

VIDA Wealth Partners, Inc.'s fee for this service does not include the independent investment
adviser's fee for that entity's advisory/management services. The independent investment adviser's
management fee is disclosed in the independent investment adviser's Firm Brochure or other
disclosure document.
Our annual fee for the Manager Selection Program is charged as a percentage of assets under
management, according to the following schedule:

Market Value                               Annual Fee (%)
First $1 million                           1.25%
Next $1 million to $2.5 million            1.00%
 Next $2.5 million to $5 million           0.80%
 Next $5 million to $10 million            0.70%
 $10 million and over                      0.50%

                                         FINANCIAL PLANNING FEES

VIDA Wealth Partners, Inc.'s Financial Planning fee is determined based on the nature of the services being
provided and the complexity of each client’s circumstances. All fees are agreed upon prior to entering into a
contract with any client.

                                                                                                                8|Page

Our Financial Planning fees are calculated and charged on an hourly basis, currently $1100 per hour.
Although the length of time it will take to provide a Financial Plan will depend on each client's personal
situation, we will provide an estimate for the total hours at the start of the advisory relationship.

We may request a retainer upon completion of our initial fact-finding session with the client; however,
advance payment will never exceed $1200 for work that will not be completed within six months. The balance
is due upon completion of the plan. The client is billed in arrears based on actual hours accrued.

Management personnel and other related persons of our firm are licensed as registered representatives of a
broker-dealer and/or licensed as insurance agents or brokers. In their separate capacity(ies), these individuals
are able to implement investment recommendations for advisory clients for separate and typical
compensation (i.e., commissions, 12b-1 fees, or other sales-related forms of compensation). This presents a
conflict of interest to the extent that these individuals recommend that a client invest in a security which
results in a commission being paid to the individuals. Clients are not under any obligation to engage these
individuals when considering implementation of advisory recommendations. The implementation of any or all
recommendations is solely at the discretion of the client.

                                           GENERAL INFORMATION
Termination of the Advisory Relationship: A client agreement may be canceled at any time, by either party,
for any reason upon receipt of 30 days written notice. As disclosed above, certain fees are paid in advance
of services provided. Upon termination of any account, any prepaid, unearned fees will be promptly
refunded. In calculating a client’s reimbursement of fees, we will pro rate the reimbursement according to
the number of days remaining in the billing period.
Mutual Fund Fees: All fees paid to VIDA Wealth Partners, Inc., for investment advisory services are separate
and distinct from the fees and expenses charged by mutual funds and/or ETFs to their shareholders. These
fees and expenses are described in each fund's prospectus. These fees will generally include a management
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2026) [Brochure]
Item 7 Types of Clients
VIDA Wealth Partners, Inc. provides advisory services to the following types of clients:

    Individuals (other than high net worth individuals)
    High net worth individuals
    Charitable organizations
    Corporations or other businesses not listed above

A minimum of $10,000,000 of assets under management is required for our investment management service.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 9 2.4
(b) Individuals (high net worth individuals) 19 127.3
(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 45 129.6
By Discretionary
Discretionary 37 127.7
Non-Discretionary 8 1.9
Total 45 129.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 129.6
Total 45 129.6
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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