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VIDENT ASSET MANAGEMENT

ALPHARETTA, GA · CRD 286622 · IAPD ↗ · videntam.com · 404-267-1501

$22.02BRegulatory AUM
9Advisory reps
38Employees
0Clients
n/aPlanning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — VIDENT ASSET MANAGEMENT notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — VIDENT ASSET MANAGEMENT reported RAUM up 82% ($12.09B -> $22.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2025 — VIDENT ASSET MANAGEMENT added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — VIDENT ASSET MANAGEMENT notice-filed in CT, KS, MN, MO, NV, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — VIDENT ASSET MANAGEMENT reported RAUM up 35% ($8.99B -> $12.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — VIDENT ASSET MANAGEMENT grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — VIDENT ASSET MANAGEMENT added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
September 2024 — VIDENT ASSET MANAGEMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — VIDENT ASSET MANAGEMENT notice-filed in AZ, CO, DE, MI, OR, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — VIDENT ASSET MANAGEMENT reported RAUM up 27% ($7.07B -> $8.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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