Thomas
Breitbach

Vivid Wealth Management, LLC

CRD#6438895
Investment Advisor
in West Des Moines, IA

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About this Advisor

Thomas Breitbach is a financial advisor based in West Des Moines, Iowa, working with Vivid Wealth Management, LLC. Thomas has previously held positions at Brokers Financial, Wells Fargo, Vivid Wealth Management, LLC, and Vivid Tax Advisory Services. Thomas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Iowa. Currently, Thomas is part of Vivid Wealth Management, LLC, which operates out of West Des Moines, Iowa. The firm has 2 employees and manages assets totaling $171.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Vivid Wealth Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2600 Westown Parkway Suite 150
West Des Moines, IA 50266

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Vivid Wealth Management, LLC Brokerage Details

Total Assets Under Management

$171,948,835

IA Average: $9,259,360,772
Total Number of Employees

2

IA Average: 166
Total Number of Accounts

930

IA Average: 7,189
Average Account Size

$184,891

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Thomas Breitbach Work History

2022 - Present (2 years)

Vivid Wealth Management, LLC

2022 - 2022 (< 1 year)

Vivid Tax Advisory Services

2015 - 2022 (7 years)

Brokers Financial

2011 - 2015 (4 years)

Wells Fargo

Disclosures

Please visit the SEC profile of Thomas Breitbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vivid Wealth Management, LLC

Thomas Breitbach
West Des Moines, IA
Cameron Mccarty
West Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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