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Vida Wealth Partners
Vida Wealth Partners is a San Francisco-based wealth management firm registered with the SEC as an investment advisor.
Vida Wealth Partners
Vida Wealth Partners is a San Francisco-based wealth management firm registered with the SEC as an investment advisor. The firm offers a suite of services including portfolio management, financial planning, tax optimization, and estate planning to high-net-worth families and individuals. It operates as a multi-family office, coordinating with external attorneys, accountants, and trustees on behalf of its clients. The firm's investment approach blends traditional asset allocation with alternative investments, including private equity, real estate, and hedge funds. Vida Wealth Partners does not maintain a publicly disclosed list of portfolio companies, but its disclosure filings indicate exposure to diversified equities, fixed income, and pooled investment vehicles. Geographic coverage includes North America, with limited exposure to international markets through fund investments. Vida Wealth Partners does not disclose its total assets under management or number of professionals publicly. The firm files with the SEC as a registered investment advisor, providing aggregated data on its business practices. No recent operational events (within 24 months) were available from public sources. One structural differentiator is its regulatory posture: Vida Wealth Partners is a registered investment advisor under the Investment Advisers Act of 1940, subject to fiduciary duties and SEC oversight. This distinguishes it from non-registered single-family offices, which are exempt from registration. The firm's multi-client model allows it to offer institutional-level services to families who may lack the scale to build an in-house single-family office.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
Is Vida Wealth Partners a family office or a financial advisor?
Vida Wealth Partners is a registered investment advisor (RIA) that operates as a multi-family office. It provides wealth management services to multiple families, combining investment advisory with financial planning, tax strategies, and estate planning. Unlike a single-family office, it serves unrelated clients and is subject to SEC registration and fiduciary duties.
Who runs investment decisions at Vida Wealth Partners?
Vida Wealth Partners does not publicly name its investment committee or key portfolio managers. The firm's SEC filings indicate it relies on an internal team of investment professionals, but specific names are not disclosed in public sources.
What types of clients does Vida Wealth Partners serve?
The firm serves ultra-high-net-worth families, individuals, and family offices. Its services are designed for clients with substantial assets who require integrated wealth management, including investment management, tax planning, estate planning, and philanthropic advisory.
Does Vida Wealth Partners make direct private investments?
Vida Wealth Partners allocates client assets to a range of investments, including pooled vehicles like private equity funds, hedge funds, and real estate partnerships. While it may facilitate co-investments through external managers, direct deal-making is not a stated core focus based on available public records.
Where is Vida Wealth Partners headquartered?
The firm is headquartered in San Francisco, California, United States. It does not publicly list additional office locations.
How does Vida Wealth Partners differ from a single-family office?
Vida Wealth Partners operates as a multi-family office, serving multiple unrelated families, which spreads operational costs and provides access to institutional resources. It is registered with the SEC as an RIA, while many single-family offices operate without registration, relying on family staff.
What is the minimum asset requirement to work with Vida Wealth Partners?
Vida Wealth Partners does not publicly disclose a minimum account size. As a firm serving ultra-high-net-worth clients, it likely requires accounts exceeding several million dollars, but this cannot be confirmed from public sources.
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