Overview
Assets Under Management: $1.7 billion
Headquarters: PALO ALTO, CA
High-Net-Worth Clients: 329
Average Client Assets: $4.7 million
Frequently Asked Questions
VISTA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110252), VISTA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VISTA WEALTH MANAGEMENT, LLC is headquartered in PALO ALTO, CA.
VISTA WEALTH MANAGEMENT, LLC serves 329 high-net-worth clients according to their SEC filing dated August 30, 2018. View client details ↓
According to their SEC Form ADV, VISTA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VISTA WEALTH MANAGEMENT, LLC manages $1.7 billion in client assets according to their SEC filing dated August 30, 2018.
According to their SEC Form ADV, VISTA WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 329
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.13%
Average Client Assets: $4.7 million
Total Client Accounts: 1,835
Discretionary Accounts: 1,835
Regulatory Filings
CRD Number: 110252
Filing ID: 1238382
Last Filing Date: 2018-08-30 14:54:00