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| Happy Holidays!! thanks for using AUM13F!! |
| Vivid Wealth Management LLC
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| CRD # | 322974 |
| SEC # | 801-126577 |
| CIK # | 0002007281 |
| AUM | $234.7 M (2025-05-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 515-480-7593 |
| Address | 2600 Westown Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 3.9 | ||
| Oracle Corp | 3.5 | ||
| Microsoft Corp | 3.4 | ||
| Nvidia Corp | 3.3 | ||
| Robinhood Markets Inc | 3.3 | ||
| Amazon Com Inc | 3.2 | ||
| Advanced Micro Devices Inc | 3.2 | ||
| CrowdStrike Holdings Inc | 3.1 | ||
| Goldman Sachs Group Inc | 3.0 | ||
| J P Morgan Chase & Co | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 115.6 |
| (b) Individuals (high net worth individuals) | 70 | 119.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,061 | 234.7 |
| By Discretionary | ||
| Discretionary | 1,061 | 234.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,061 | 234.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.7 | |
| Total | 1,061 | 234.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002007281] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peak Retirement Planning Inc
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|
OH | 0.2 |
|
Valuewealth Services LLC
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|
MD | 0.2 |
|
Welch Investment Group LLC
✚
|
OR | 0.2 |
|
Luken Investment Analytics LLC
✚
|
TN | 0.2 |
|
Fenway Financial Advisors LLC
✚
|
VA | 0.2 |
|
Sage Stone Wealth Management LLC
✚
|
CA | 0.2 |
|
Center for Asset Management LLC
✚
|
FL | 0.2 |
|
Nestegg Advisors Inc
✚
|
NY | 0.2 |
|
Apex Strategic Wealth LLC
✚
|
TN | 0.2 |
|
Lummis Asset Management LP
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|
TX | 0.2 |