Vida Private Wealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

155 N Lake Ave Ste 800, Pasadena, Califo...

Phone Number

(626) 778-0678

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Vida Private Wealth

VIDA Private Wealth offers customized financial solutions to high-net-worth individuals and families, focusing on values-based financial decisions. Their services include multi-family office services, wealth management, financial life planning, and a NextGen financial education series. The company is dedicated to helping clients align their wealth with their values to live meaningful lives, while also making a positive impact in the community. As fiduciaries, they prioritize transparent advice, responsive service, and the pursuit of clients' financial freedom.Explore more
Vida Private Wealth's Social MediaPopular SearchesVida Private Wealth LLCVida Private WealthVida LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vida Private Wealth

<$5M
1-10
Private
-
2019
N/A
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
-
AL
Angie LohCEO & Founder
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vida Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vida Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vida Private Wealth.

Vida Private Wealth Tech Stack

A closer look at the technologies used by Vida Private Wealth

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Frequently Asked Questions Regarding Vida Private Wealth

What is Vida Private Wealth's official website?
Vida Private Wealth's official website is www.vidapw.com
What is Vida Private Wealth's Revenue?
Vida Private Wealth's revenue is <$5 Million
What is Vida Private Wealth's SIC code?
Vida Private Wealth's SIC: 62,628
What is Vida Private Wealth's NAICS code?
Vida Private Wealth's NAICS: 52,523
How many employees does Vida Private Wealth have?
Vida Private Wealth has 1-10 employees
What industry does Vida Private Wealth belong to?
Vida Private Wealth is in the industry of: Finance, Securities Trading
What is Vida Private Wealth competition?
Vida Private Wealth top competitors include: Pillar Wealth Management, Sterling Total Wealth Solutions, Sherwood Investment Services, Core Advisors
What technology does Vida Private Wealth use?
Some of the popular technologies that Vida Private Wealth uses are: DocuSign, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
How do I contact Vida Private Wealth?
Vida Private Wealth contact info: Phone number: (626) 778-0678 Website: www.vidapw.com
What does Vida Private Wealth do?

VIDA Private Wealth offers customized financial solutions to high-net-worth individuals and families, focusing on values-based financial decisions. Their services include multi-family office services, wealth management, financial life planning, and a NextGen financial education series. The company is dedicated to helping clients align their wealth... with their values to live meaningful lives, while also making a positive impact in the community. As fiduciaries, they prioritize transparent advice, responsive service, and the pursuit of clients' financial freedom.Read More

What are Vida Private Wealth social media links?
Vida Private Wealth Linkedin page Vida Private Wealth Twitter page Vida Private Wealth Facebook page
Is Vida Private Wealth a public company?
Vida Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Vida Private Wealth

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