1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VIVID WEALTH MANAGEMENT, LLC

Map pinWEST DES MOINES, IA
Phone(515) 480-7593
NotebookSEC #801-126577
Total AUM
$290.9M
Employees
3
Clients
434

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 WESTOWN PARKWAY
SUITE 150
WEST DES MOINES
IA 50266
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(515) 480-7593

ReceiptFinancials

Total AUM
$290.9M
Accounts
1,199
Discretionary
$290.9M
Accounts
1,199
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
341
AUM
$128.2M
HNW Individual Clients
93
AUM
$162.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IANETX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account