VIDA Wealth Partners is a comprehensive wealth management firm that utilizes a consultative approach to financial and investment planning. Through a defined wealth management process, we provide counseling for a limited number of high-net-worth individuals, closely held corporations, trusts and pensions. New relationships are considered only after we have determined that we can add substantial value in helping our clients achieve everything that is important to them. Our goal is to enter only into long-term mutually beneficial relationships that are expected to be lifelong or multigenerational. In every aspect of our work, we make an uncompromising commitment to provide world-class client service while striving to meet each of our clients' highly individualized wealth management needs.
View Top Employees from VIDA Wealth Partners| Website | http://www.vidawealthpartners.com |
| Revenue | $4 million |
| Employees | View employees |
| Address | 929 Santa Barbara St, Santa Barbara, California 93101, US |
| Phone | (805) 962-8455 |
| Fax | (805) 965-5682 |
| Industry | Investment Banking, Finance |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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VIDA Wealth Partners Questions
The VIDA Wealth Partners annual revenue was $4 million in 2023.
VIDA Wealth Partners is based in Santa Barbara, California.
The NAICS codes for VIDA Wealth Partners are [52393, 5239, 52, 523].
The SIC codes for VIDA Wealth Partners are [628, 62].
