# Vida Wealth Partners, Inc.

> Vida Wealth Partners, Inc. is an SEC-registered investment advisory firm in Santa Barbara, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 140824
- Filed as: VIDA WEALTH PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140824
- AdvisorCensus page: https://advisorcensus.com/firm/vida-wealth-partners-inc-santa-barbara-ca-140824

## Quick answers

**How is Vida Wealth Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Vida Wealth Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Vida Wealth Partners, Inc. charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $1,100 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Vida Wealth Partners, Inc. located?**
Vida Wealth Partners, Inc.'s principal office is in Santa Barbara, CA, according to its Form ADV.

**Is Vida Wealth Partners, Inc. registered with the SEC or a state?**
Vida Wealth Partners, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 140824.

**How much does Vida Wealth Partners, Inc. manage?**
Vida Wealth Partners, Inc. reports $129,627,841 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (99% discretionary).

**How have Vida Wealth Partners, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Vida Wealth Partners, Inc.: Regulatory assets under management: $111,471,263 in the October 2025 data and $129,627,841 in the October 2026 data, up 16%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vida Wealth Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (9).

**Which custodians does Vida Wealth Partners, Inc. use?**
Vida Wealth Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Vida Wealth Partners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140824

**What changed in Vida Wealth Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $111,471,263 to $129,627,841 (+16%). Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Hourly rate: $1,100 an hour (Financial Planning)

> Our Financial Planning fees are calculated and charged on an hourly basis, currently $1100 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $129,627,841
- Discretionary: $127,742,970
- Non-discretionary: $1,884,871

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,363,407 |
| High net worth individuals | 19 | $127,264,434 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vidawealthpartners.com](https://vidawealthpartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $111,471,263 | 1 | March 31, 2025 |
| October 2026 | $129,627,841 | 1 | March 26, 2026 |

Regulatory assets under management: $111,471,263 in the October 2025 data and $129,627,841 in the October 2026 data, up 16%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $111,471,263 to $129,627,841 (+16%).
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vida Wealth Partners, Inc. (CRD 140824): Form ADV filing data as of October 2026.