Matthew Jon Lum
Investment adviser representative at Vida Wealth Partners, Inc.
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$129.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Independent Financial GroupAug 2021 to now
- Vida Wealth Partners, Inc.Sep 2006 to now
- Cetera Advisor Networks LLCNov 2017 to Jul 2021
- Girard Securities, Inc.Mar 2004 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vida Wealth Partners, Inc.
$129.6MAssets managed
28Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1622477
- Firm CRD
- 140824