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Vida Wealth Partners
VIDA WEALTH PARTNERS, INC. is an SEC-registered investment adviser in Santa Barbara, CA, registered since 2025. The firm manages $130 million in assets, $128...
Overview
VIDA WEALTH PARTNERS, INC. is an SEC-registered investment adviser in Santa Barbara, CA, registered since 2025. The firm manages $130 million in assets, $128 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Santa Barbara
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
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.
Where is Vida Wealth Partners headquartered?
The firm is headquartered in San Francisco, California, United States. It does not publicly list additional office locations.
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