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Building 2VIDA WEALTH PARTNERS, INC.

Map pinSANTA BARBARA, CA
Phone805-962-8455
NotebookSEC #801-67215
Total AUM
$69.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
929 SANTA BARBARA STREET
SANTA BARBARA
CA 93101-2106
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
805-962-8455

ReceiptFinancials

Total AUM
$69.6M
Accounts
59
Discretionary
$55.2M
Accounts
44
Non-Discretionary
$14.4M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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