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Building 2VIDA PRIVATE WEALTH LLC

Map pinPASADENA, CA
Phone626-778-0678
NotebookSEC #801-118759
Total AUM
$28.1M
Employees
3
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 N LAKE AVENUE
SUITE 800
PASADENA
CA 91101
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
626-778-0678

ReceiptFinancials

Total AUM
$28.1M
Accounts
48
Discretionary
$28.1M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$297.5K
HNW Individual Clients
12
AUM
$24M
Pension/Profit Sharing Plan Clients
5
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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