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VIDA Wealth Partners, Inc.

EST. AUM
$129,627,841

CONTACTS

CLIENT ACCOUNTS
45

Firm Details

Metro area Los Angeles
CRD Number 140824
Website vidawp.com
Client types

Overview

VIDA Wealth Partners is a comprehensive wealth management firm that takes a consultative approach to financial and investment planning. Through a defined wealth management process, the firm offers counsel to a select group of high-net-worth individuals, closely held corporations, trusts, and pensions. The firm carefully evaluates new relationships, ensuring that it can add substantial value in helping clients achieve their most important goals. VIDA Wealth Partners is committed to entering into long-term, mutually beneficial relationships, with a focus on creating partnerships that are expected to last for a lifetime or even extend across generations. In all aspects of its work, VIDA Wealth Partners upholds an uncompromising commitment to providing world-class client service while striving to meet each client’s unique and highly individualized wealth management needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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