# Vivid Wealth Management LLC

> 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.

- CRD: 328095
- Filed as: VIVID WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southlake, TX
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328095
- AdvisorCensus page: https://advisorcensus.com/firm/vivid-wealth-management-llc-southlake-tx-328095

## Quick answers

**How is Vivid Wealth Management LLC compensated?**
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.

**Where is Vivid Wealth Management LLC located?**
Vivid Wealth Management LLC's principal office is in Southlake, TX, according to its Form ADV.

**Is Vivid Wealth Management LLC registered with the SEC or a state?**
Vivid Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328095.

**Does Vivid Wealth Management LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.B(1): 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?
- 11.B(2): In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328095

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vivid Wealth Management LLC (CRD 328095): Form ADV filing data as of October 2026.