Vida Private Wealth LLC

Overview

Vida Private Wealth LLC is a Pasadena-based independent financial services firm serving high-net-worth individuals and families. The firm reports offering multi-family office services, wealth management, financial life planning, the VIDA Vision Fund, and a NextGen financial education series.¹

VIDA says it provides fiduciary advice, transparent fees, and solutions selected without limitation to proprietary products or corporate constraints.¹

History

Mike Alves founded Vida Private Wealth after wealth-management roles at Morgan Stanley and Merrill Lynch. His biography states that he earned the CFP® certification in 2010.²

The firm’s SEC Form ADV identifies VIDA PRIVATE WEALTH LLC under CRD number 308575 and records an amendment filed April 7, 2025.³

Timeline

1. 2010His biography states that he earned the CFP® certification in 2010.
2. 2025The firm’s SEC Form ADV identifies VIDA PRIVATE WEALTH LLC under CRD number 308575 and records an amendment filed April 7, 2025.

Services

VIDA’s financial life planning process is designed to align clients’ wealth with their values, goals, and desired life outcomes. The process includes goals discovery, data analysis, financial-plan recommendations, investment management, cash-flow planning, tax planning, risk and transition planning, estate planning, and charitable giving.⁴

The firm describes ongoing service that includes spring and fall reviews, monitoring of investments and financial plans, and on-call and email support.⁴

VIDA’s Form CRS describes Family Advisory services that combine private wealth management, financial life planning, multi-family office services, NextGen advisory, and retirement-plan consulting.⁵

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Retirement planning

Client Focus

VIDA serves high-net-worth individuals and families through its wealth management and Family Advisory services.¹⁵

Approach

VIDA describes an investment approach that combines traditional financial analysis with environmental, social, governance, sustainability, impact-investing, and philanthropic factors.⁴

The firm reports using an open-architecture platform to select third-party investment advisers and build portfolios tailored to each client’s objectives.⁴

Assets and Minimums

VIDA’s Form CRS states that Family Advisory services generally require a $5,000,000 minimum account balance, subject to reduction or waiver at the firm’s discretion.⁵

FAQs

Related resources

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• Network siteEstatePlanner.com

  EstatePlanner.com's guides explain how wills, trusts, beneficiary designations, and related documents fit into an estate plan. A family considering Vida Private Wealth LLC can use these basics to prepare questions about estate planning, trust administration, fiduciary roles, and coordination with attorneys and tax advisers.

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• GuideHow multifamily offices invest

  This guide describes common approaches multi-family offices use when managing family wealth, including asset allocation, diversification, risk controls, and coordination with tax and estate planning. Readers can use it to frame discussions about investment management, retirement planning, liquidity, philanthropy, and the needs of multiple generations.

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Sources

1. Vida Private Wealth, About Us and [homepage](https://www.vidapw.com/)
2. Mike Alves biography
3. SEC Form ADV, VIDA PRIVATE WEALTH LLC, CRD 308575
4. Vida Private Wealth, Our Process
5. SEC Form CRS, VIDA PRIVATE WEALTH LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.