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| Vivid Wealth Management LLC
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|---|---|
| CRD # | 322974 |
| SEC # | 801-126577 |
| CIK # | 0002007281 |
| AUM | $290.9 M (2026-03-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 515-480-7593 |
| Address | 2600 Westown Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002007281 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 3.9 | ||
| Deere & Co | 3.1 | ||
| Alphabet Inc | 3.0 | ||
| GE Vernova Inc | 3.0 | ||
| Apple Inc | 3.0 | ||
| Chevron Corp | 2.9 | ||
| Quanta Services Inc | 2.9 | ||
| Nvidia Corp | 2.9 | ||
| Amazon Com Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Caterpillar Inc | 2.8 | ||
| Costco Wholesale Corp /NEW | 2.8 | ||
| Goldman Sachs Group Inc | 2.8 | ||
| Oneok Inc /New/ | 2.8 | ||
| Eaton Corp Ltd | 2.8 | ||
| TJX Companies Inc /DE/ | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 128.2 |
| (b) Individuals (high net worth individuals) | 93 | 162.7 |
| (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 | 1,199 | 290.9 |
| By Discretionary | ||
| Discretionary | 1,199 | 290.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,199 | 290.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.9 | |
| Total | 1,199 | 290.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002007281] |
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|---|---|---|
|
Wrenne Financial Planning LLC
✚
|
0.3 | |
|
Krane Financial Solutions LLC
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|
CA | 0.3 |
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Worth Asset Management LLC
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TX | 0.3 |
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One Wealth MAP LLC
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Skyview Financial Group LLC
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FL | 0.3 |
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CornerStone Wealth LLC
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TN | 0.3 |
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Holder Wealth Management Inc
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IL | 0.3 |
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Ramiah Investment Group Inc
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