# Vivid Wealth Management, LLC

> Vivid Wealth Management, LLC is an SEC-registered investment advisory firm in West des Moines, IA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 322974
- Filed as: VIVID WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322974
- AdvisorCensus page: https://advisorcensus.com/firm/vivid-wealth-management-llc-west-des-moines-ia-322974

## 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: a percentage of assets under its management; hourly charges.

**Where is Vivid Wealth Management, LLC located?**
Vivid Wealth Management, LLC's principal office is in West des Moines, IA, according to its Form ADV.

**Is Vivid Wealth Management, LLC registered with the SEC or a state?**
Vivid Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322974.

**How much does Vivid Wealth Management, LLC manage?**
Vivid Wealth Management, LLC reports $290,878,048 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Vivid Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Vivid Wealth Management, LLC: Regulatory assets under management: $0 in the October 2022 data and $290,878,048 in the October 2026 data. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vivid Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (341); high net worth individuals (93).

**Which custodians does Vivid Wealth Management, LLC use?**
Vivid Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Vivid Wealth Management, LLC 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/322974

**Does Vivid Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "There is no account minimum for any of VWML’s services."

**What changed in Vivid Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $234,695,653 to $290,878,048 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: None

> There is no account minimum for any of VWML’s services.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $290,878,048
- Discretionary: $290,878,048
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 341 | $128,218,505 |
| High net worth individuals | 93 | $162,659,543 |
| Banking or thrift institutions | 0 | $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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [retirevivid.com](https://retirevivid.com)
- Facebook @VividTaxWealthAdvisors
- LinkedIn @cameron-mccarty-23a29236
- YouTube @UCiTVBWtH1ln-pWg9Ajy9b6Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 2 | September 28, 2022 |
| October 2023 | $126,334,555 | 2 | September 8, 2023 |
| October 2024 | $171,948,835 | 2 | August 16, 2024 |
| October 2025 | $234,695,653 | 2 | May 5, 2025 |
| October 2026 | $290,878,048 | 3 | March 12, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $290,878,048 in the October 2026 data.
Total employees: 2 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $234,695,653 to $290,878,048 (+24%).

### January 2026
- Registered or notice-filed in TX.

### December 2025
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vivid Wealth Management, LLC (CRD 322974): Form ADV filing data as of October 2026.