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VIDA WEALTH PARTNERS, INC.

SANTA BARBARA, CA · CRD 140824 · IAPD ↗ · vidawealthpartners.com · 805-962-8455

$129.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — VIDA WEALTH PARTNERS, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — VIDA WEALTH PARTNERS, INC. (SANTA BARBARA, CA) is newly SEC-registered with $111.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.