SourcingSourcing

VIDA WEALTH PARTNERS, INC.

A75
CRD 140824·SEC 801-132443·SANTA BARBARA, CA
AUM
$129.6M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$389K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIDA WEALTH PARTNERS, INC.
CRD
140824
SEC file #
801-132443
EIN
—
DBA names
—

Economics

AUM
$129.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$111.5M → $129.6M▲ +16%
Client mix
Individuals High Net Worth19
Individuals Other9

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SANTA BARBARA CA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
vidawealthpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LUM, MATTHEW, JON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LUM, MATTHEW, JON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VIDAWEALTHPARTNERS.COM
Rdap Domain Creation Date
2009-01-03T06:35:48Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-03T06:35:48Z
Rdap Domain Last Changed
2025-01-04T16:19:56Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1622477
Trust Company Affiliate
No

People (1)

1
LUM, MATTHEW, JON
IAR · Direct Owner · 87.5%
1622477