# Vidal Wealth Management

> Vidal Wealth Management is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated May 4, 2026.

- CRD: 332886
- Filed as: VIDAL WEALTH MANAGEMENT
- Legal name: Vidal Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332886
- AdvisorCensus page: https://advisorcensus.com/firm/vidal-wealth-management-332886

## Quick answers

**How is Vidal Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Vidal Wealth Management reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Vidal Wealth Management registered with the SEC or a state?**
Vidal Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332886.

**Does Vidal Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332886

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vidal Wealth Management (CRD 332886): Form ADV filing data as of October 2026.