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VIDA WEALTH PARTNERS, INC.
CRD 140824File 801-132443
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$129.6M
Bottom 25% of cohort (national)
Discretionary AUM
$127.7M
Non-discretionary $1.9M
Clients
28
45 accounts
Employees
1
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 17, 2025
- Principal office
- 929 SANTA BARBARA STREET, SANTA BARBARA, CA, 93101-2106
- Phone
- 805-962-8455
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $129.6M
- Discretionary AUM
- $127.7M
- Non-discretionary AUM
- $1.9M
- Discretionary accounts
- 37
- Non-discretionary accounts
- 8
- Total accounts
- 45
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $127.3M |
| Individuals (other than high net worth individuals) | 9 | $2.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.