Vivid Wealth Management, LLC

Retirement Plan Advisor

West Des Moines, IA

About Vivid Wealth Management, LLC

Vivid Wealth Management, LLC, an SEC-registered investment advisor, forms part of Vivid Tax & Wealth Advisors, offering comprehensive financial planning and wealth management services to individuals and small businesses. With its headquarters in West Des Moines, IA, the firm specializes in holistic retirement planning, tax planning, estate planning, and Social Security optimization. Vivid Wealth Management focuses on helping clients achieve a "Vivid" retirement by integrating investment strategies with tax-efficient solutions. The firm manages over $257 million in client assets, emphasizing personalized strategies tailored to long-term goals. They actively engage with the community through educational TV shows and retirement classes, demonstrating a commitment to client empowerment and financial literacy in the Des Moines, IA area.

Website: https://retirevivid.com/

Founded: 2021

Office Locations

  • West Des Moines, IA (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $257.3M

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