SANTA BARBARA, CACRD 140824Latest ADV March 26, 2026
Vida Wealth Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated March 26, 2026, reports $130M in regulatory assets under management, 1 employee, and 45 accounts.
Assets Under Management
$130M
Employees
1
Offices
--
Total Clients
28
Primary office
SANTA BARBARA, CA
929 SANTA BARBARA STREET, SANTA BARBARA, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.9% of total clients.
Top client categories% of clientsClients
1
HNWI
67.9%
19
2
Individuals
32.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of March 26, 2026
Discretionary98.5%
$128M
99% of total RAUM98.5%
Non-discretionary1.5%
$2M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$130M
Total Accounts45
10Y AUM Change+$18M (+16.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.