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Vivid Tax & Wealth Advisors Employee Directory

Financial ServicesIowa, United States2-10 Employees

Vivid Tax & Wealth Advisors operates within the financial services sector, offering a structured suite of services through affiliated entities. Investment advisory work is conducted via Vivid Wealth Management, LLC, while insurance needs are addressed by Vivid Tax & Wealth Advisors and its licensed agents, and tax planning and preparation are provided by Vivid Tax Center, LLC. The organizations collaborate, with clear boundaries: VWM and VTWA do not provide tax or legal advice, and all advisory work is performed by properly licensed representatives. The firm is based in West Des Moines, Iowa, and serves clients through a platform that emphasizes informational purposes and regulatory compliance. Its client base comprises individuals seeking wealth management, insurance solutions, and tax services, with a focus on coordinating these elements under affiliated but distinct entities.

Find Vivid Tax & Wealth Advisors employees' phone numbers or email addresses

Vivid Tax & Wealth Advisors Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Vivid Tax & Wealth Advisors's Leadership

  • Stylized image of a person
    C. M.
    President
    Mobile Phone
  • Stylized image of a person
    K. M.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    S. B.
    Health Insurance Specialist
    Mobile Phone
  • Stylized image of a person
    S. M.
    Motivational Speaker
    Mobile Phone

Vivid Tax & Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Vivid Tax & Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. M.
    President
    Mobile Phone
    United StatesIowa
    Jun 25, 2026
  • Stylized image of a person
    K. M.
    Managing Director
    Mobile Phone
    United StatesIowa
    Jun 30, 2026
  • Stylized image of a person
    S. B.
    Health Insurance Specialist
    Mobile Phone
    United StatesIowa
    Jun 29, 2026
  • Stylized image of a person
    S. M.
    Motivational Speaker
    Mobile Phone
    United StatesIowa
    Oct 18, 2024

Frequently Asked Questions

What is Vivid Tax & Wealth Advisors known for?

Minus sign iconPlus sign iconVivid Tax & Wealth Advisors was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-515-480-****
. Explore Vivid Tax & Wealth Advisors's company overview page for more information.

What is Vivid Tax & Wealth Advisors's most common email format?

Minus sign iconPlus sign iconVivid Tax & Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vivid Tax & Wealth Advisors email formats with LeadIQ.

How many employees does Vivid Tax & Wealth Advisors have currently?

Minus sign iconPlus sign iconVivid Tax & Wealth Advisors has approximately 6 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Vivid Tax & Wealth Advisors's key employees and leadership?

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As of August 2026, Vivid Tax & Wealth Advisors's key employees include:

  • President: C. M.
  • Managing Director: K. M.
  • Health Insurance Specialist: S. B.
  • Motivational Speaker: S. M.

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