{
  "crd_number": 328095,
  "slug": "vivid-wealth-management-llc-southlake-tx-328095",
  "primary_business_name": "VIVID WEALTH MANAGEMENT LLC",
  "legal_name": "VIVID WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Southlake",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-11-03",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-14",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328095",
  "disclosure_items": [
    {
      "item": "11.B(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?"
    },
    {
      "item": "11.B(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?"
    }
  ],
  "city_as_filed": "SOUTHLAKE",
  "url": "https://advisorcensus.com/firm/vivid-wealth-management-llc-southlake-tx-328095",
  "display_name": "Vivid Wealth Management LLC",
  "summary": "Vivid Wealth Management LLC is a state-registered investment advisory firm in Southlake, TX, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated April 14, 2026.",
  "citation": "AdvisorCensus. Vivid Wealth Management LLC (CRD 328095): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Vivid Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vivid Wealth Management LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Vivid Wealth Management LLC located?",
      "a": "Vivid Wealth Management LLC's principal office is in Southlake, TX, according to its Form ADV."
    },
    {
      "q": "Is Vivid Wealth Management LLC registered with the SEC or a state?",
      "a": "Vivid Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328095."
    },
    {
      "q": "Does Vivid Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.B(1) (conviction or plea for a listed misdemeanor in the past ten years) and 11.B(2) (charge for a listed misdemeanor in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328095"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/vivid-wealth-management-llc-southlake-tx-328095.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328095",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}