Vida Private Wealth is a leading independent financial services firm offering multi-family office, asset management, and financial life planning services to high-net-worth individuals and families.
None of the services we offer are limited to propriety products or corporate constraints, and we are committed to finding the best possible solution for each client.
Our services are rooted in the principles of Financial Life Planning, where we align our clients' wealth with their values to live a purposeful, meaningful, and happy life.
As a firm, our values are driven by a passion for family, health, financial independence, education, mindfulness, and making a positive impact on our clients' lives.
We stand by our declaration of independence and sit on your side of the table. We always look after your best interests, guided by an honest assessment of your needs and goals. Your agenda is our compass.
At Vida Private Wealth, we are committed to helping our clients live with purpose and meaning. This sense of purpose is firmly rooted in our objective to make a positive impact in our community, which includes the lives of our clients and their families.
Our service falls into three areas of focus:
1. Multi-family office services
2. Financial Life Planning
3. Wealth management
Vida Private Wealth LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Vida Private Wealth LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Vida Private Wealth LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we may not share the same opinions.
Company Details
- Employees
- 2
- Address
- 301 N Lake Ave,
- Phone
- 626-778-0678
- te****@****apw.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.vidapw.com
- HQ
- Pasadena, California
Vida Private Wealth Questions
Vida Private Wealth's helpline number is 626-778-0678
Vida Private Wealth's website is http://www.vidapw.com
Vida Private Wealth's LinkedIn profile is https://www.linkedin.com/company/vida-private-wealth
Vida Private Wealth has
2 employees.
View email and phone details for 2
employees at Vida Private Wealth.
Vida Private Wealth's industry is
Financial Services
Vida Private Wealth's top competitors are
The Vida Group,
Morgan Stanley,
Lighthouse Wealth Group,
Wealth Design Group,
Edm Capital Llc,
Delmorgan & Co.,
Jessup Wealth Management Inc,
Atria Wealth Solutions,
Quantum Cfo Advisory And Services Llc,
Bluemont Partners.
Vida Private Wealth's support email address is team@vidapw.com
Vida Private Wealth's categories are Financial Services
