SourcingSourcing

VIVID WEALTH MANAGEMENT, LLC

C31
CRD 322974·SEC 801-126577·WEST DES MOINES, IA
AUM
$290.9M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$873K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIVID WEALTH MANAGEMENT, LLC
CRD
322974
SEC file #
801-126577
EIN
881857307
DBA names
—

Economics

AUM
$290.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$234.7M → $290.9M▲ +24%
Client mix
Individuals Other341
Individuals High Net Worth93

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
2 advisors → 3 advisors▲ +50%
Primary office
WEST DES MOINES IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
linkedin.com/in/cameron-mccarty-23a29236(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VIVID TAX ADVISORY SERVICES, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
VIVID TAX ADVISORY SERVICES, LLC
BREITBACH, THOMAS, STUART
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:vivid.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002007281
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-01-26
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0002085853-26-000504

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3157
Soi Zip Pct 200k Plus
0.1208
Soi Zip Returns 200k Plus
2,350
Soi Zip Total AGI
2,331,989
Fdic Zip Total Deposits
44,979,203,000
Fdic Zip Branch Count
528
Fdic Zip Top Banks
West Bank
Earlham Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2600 WESTOWN PARKWAY, STE. 150WEST DES MOINES, IA 50266
Business
2600 WESTOWN PARKWAY, STE. 150WEST DES MOINES, IA 50266
Edgar EIN
881857307
Edgar Recent Filings
13F-HR2026-04-27 · 0002085853-26-000504
13F-HR2026-01-30 · 0002085853-26-000153
Fdic Zip Branches Raw
Midland Savings Bank FSBWest Des Moines, IA
Earlham Savings BankWest Des Moines, IA
Fdic Zip HHI
2163.32
Fdic Zip Top Bank Share Pct
44.38
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,996
Returns3,700
Stub 2
AGI162,468
Returns4,290
Stub 3
AGI198,630
Returns3,230
Soi Zip Total Business Income
56,681
Soi Zip Total Cap Gains
180,798
Soi Zip Total Dividends
61,302
Soi Zip Total Returns
19,450
Trust Company Affiliate
No

People (3)

3
BREITBACH, THOMAS, STUART
IAR · Executive Officer · 2.5%
6438895
MCCARTY, CAMERON, DALE
IAR · Executive Officer · 2.5%
5426177
Shera Adriana Erickson
IAR
8164580