WEST DES MOINES, IACRD 322974Latest ADV March 12, 2026
Vivid Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated March 12, 2026, reports $291M in regulatory assets under management, 3 employees, and 1,199 accounts.
Assets Under Management
$291M
Employees
3
Offices
--
Total Clients
434
Primary office
WEST DES MOINES, IA
2600 WESTOWN PARKWAY, SUITE 150, WEST DES MOINES, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.6% of total clients.
Top client categories% of clientsClients
1
Individuals
78.6%
341
2
HNWI
21.4%
93
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$291Mas of March 12, 2026
Discretionary100.0%
$291M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$291M
Total Accounts1,199
10Y AUM Change+$291M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee145:1
10Y Employee Change+1 (+50.0%)
* 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.