VIDA WEALTH PARTNERS, INC.
CRD #140824 SEC #801-132443 SANTA BARBARA, CA 805-962-8455
SEC Registered
Total AUM
$111.5M
Discretionary
$109.9M
Employees
1
Clients
0
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $111.5M | $109.9M | $1.6M | 1 | 0 |
| Mar 2025 | $111.5M | $109.9M | $1.6M | 1 | 0 |
| May 2012 | $69.6M | $55.2M | $14.4M | 1 | 26 |
| Mar 2012 | $69.6M | $55.2M | $14.4M | 1 | 26 |
| Apr 2011 | $136.2M | $122.3M | $13.9M | 5 | -- |
| Apr 2011 | $96.9M | $28.2M | $68.7M | 5 | -- |
| Mar 2011 | $96.9M | $28.2M | $68.7M | 5 | -- |
| Feb 2011 | $96.9M | $28.2M | $68.7M | 5 | -- |
| Mar 2009 | $42.4M | $0 | $42.4M | 5 | -- |
| Mar 2007 | $1.6M | $0 | $1.6M | 5 | -- |
DateMar 2025
Total AUM$111.5M
Discretionary$109.9M
Non-Disc.$1.6M
Employees1
Clients0
DateMar 2025
Total AUM$111.5M
Discretionary$109.9M
Non-Disc.$1.6M
Employees1
Clients0
DateMay 2012
Total AUM$69.6M
Discretionary$55.2M
Non-Disc.$14.4M
Employees1
Clients26
DateMar 2012
Total AUM$69.6M
Discretionary$55.2M
Non-Disc.$14.4M
Employees1
Clients26
DateApr 2011
Total AUM$136.2M
Discretionary$122.3M
Non-Disc.$13.9M
Employees5
Clients--
DateApr 2011
Total AUM$96.9M
Discretionary$28.2M
Non-Disc.$68.7M
Employees5
Clients--
DateMar 2011
Total AUM$96.9M
Discretionary$28.2M
Non-Disc.$68.7M
Employees5
Clients--
DateFeb 2011
Total AUM$96.9M
Discretionary$28.2M
Non-Disc.$68.7M
Employees5
Clients--
DateMar 2009
Total AUM$42.4M
Discretionary$0
Non-Disc.$42.4M
Employees5
Clients--
DateMar 2007
Total AUM$1.6M
Discretionary$0
Non-Disc.$1.6M
Employees5
Clients--