VIDA PRIVATE WEALTH LLC

VIDA PRIVATE WEALTH LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 308575). Regulatory assets under management: $91.8M.

Registration

• CRD: 308575
• SEC file number: 801-118759
• Type: Registered investment adviser
• Location: 301 NORTH LAKE AVENUE, PASADENA, CA, 91101
• Phone: 626-778-0678
• Latest filing: 2026-06-30
• Regulatory AUM: $91.8M
• Discretionary AUM: $89.2M
• Non-discretionary AUM: $2.6M
• Clients: 3
• Accounts: 94

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308575 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search