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VIVID WEALTH MANAGEMENT, LLC

WEST DES MOINES, IA · CRD 322974 · IAPD ↗ · (515) 480-7593

$290.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
January 2026 — VIVID WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
June 2025 — VIVID WEALTH MANAGEMENT, LLC changed its website from rwww.retirevivid.com to retirevivid.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
62
April 2025 — VIVID WEALTH MANAGEMENT, LLC reported RAUM up 36% ($171.9M -> $234.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — VIVID WEALTH MANAGEMENT, LLC reported RAUM up 36% ($126.3M -> $171.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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