DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Vida Wealth Partners, Inc.
Latest filing Mar 26, 2026
First filing on the tape Mar 21, 2012 · 4 filings
SEC status approved since Apr 17, 2025
RAUM
$130M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$130M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$130M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$130M as of Mar 26, 2026
Mar 21, 2012$69.6M then
HNW client RAUM$127M as of Mar 26, 2026
Mar 31, 2025$101M then
State-registered IARs (5.B.3)1 as of Mar 26, 2026
Mar 21, 20120 then
Employees (5.A)1 as of Mar 26, 2026
Mar 31, 20251 then
Private funds: no history
RAUM +16% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $130MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.7MderivedHNW RAUM over HNW clients
- Average account
- $2.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +12%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $22.7M, 16 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$127M98%
- Individuals$2.4M1.8%
- Individual clients
- 9reported
- HNW clients
- 19reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 45reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $22.7M for 16 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Jon LumCertified Financial Planner | Santa Barbara, Ca | Oct 12, 2006 | 28 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Richard Allen Schuette to Avalan, LLCDec 17, 2013 · Other
Joined, latest
- Matthew Jon Lum from Girard Securities, Inc.Oct 12, 2006 · Other
- Richard Allen Schuette from Girard Securities, Inc.Oct 12, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jon Matthew Lum · President And Chief Compliance Officercontrolsince 09/2006 · owns 75% or more
Related persons
Schedule D 7.A
- Matthew J. Lumreal estatey
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- HNW clients · 16 to 19Mar 31, 2025 to Mar 26, 2026
- Assets in custody · $4.9M to $22.7MMar 31, 2025 to Mar 26, 2026
- Discretionary RAUM · $110M to $128MMar 31, 2025 to Mar 26, 2026
- HNW RAUM · $101M to $127MMar 31, 2025 to Mar 26, 2026
- Individual RAUM · $10.7M to $2.4MMar 31, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $1.6M to $1.9MMar 31, 2025 to Mar 26, 2026
- RAUM · $111M to $130MMar 31, 2025 to Mar 26, 2026
- Accounts · 59 to 45May 23, 2012 to Mar 31, 2025
- Advisory employees · unset to 1.0May 23, 2012 to Mar 31, 2025
- BD registered reps · unset to 1.0May 23, 2012 to Mar 31, 2025
- HNW clients · unset to 16.0May 23, 2012 to Mar 31, 2025
- Individual clients · unset to 9.0May 23, 2012 to Mar 31, 2025
- Commission compensation · true to falseMay 23, 2012 to Mar 31, 2025
- Assets in custody · unset to 4883724.0May 23, 2012 to Mar 31, 2025
- Custody of client assets · false to trueMay 23, 2012 to Mar 31, 2025
- Employees · unset to 1.0May 23, 2012 to Mar 31, 2025
- Financial planning clients · 0 to 0May 23, 2012 to Mar 31, 2025
- State-registered IARs · 0 to 1May 23, 2012 to Mar 31, 2025
- Other offices · unset to 0.0May 23, 2012 to Mar 31, 2025
- Discretionary RAUM · $55.2M to $110MMay 23, 2012 to Mar 31, 2025
- HNW RAUM · unset to 100721737.0May 23, 2012 to Mar 31, 2025
- Individual RAUM · unset to 10749526.0May 23, 2012 to Mar 31, 2025
- Non-discretionary RAUM · $14.4M to $1.6MMay 23, 2012 to Mar 31, 2025
- RAUM · $69.6M to $111MMay 23, 2012 to Mar 31, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 805-962-8455reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 805-965-5682reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- VIDAWEALTHPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 805-962-8455reportedpublic record, Form ADV, Mar 26, 2026
- Contact form
- vidawp.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $130Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026