Overview
Assets Under Management: $260 million
Headquarters: CARLSBAD, CA
High-Net-Worth Clients: 66
Average Client Assets: $3.1 million
Frequently Asked Questions
VISTICA WEALTH ADVISORS, 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 #147297), VISTICA WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
VISTICA WEALTH ADVISORS, LLC is headquartered in CARLSBAD, CA.
VISTICA WEALTH ADVISORS, LLC serves 66 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, VISTICA WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VISTICA WEALTH ADVISORS, LLC manages $260 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, VISTICA WEALTH ADVISORS, 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: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.92%
Average Client Assets: $3.1 million
Total Client Accounts: 404
Discretionary Accounts: 378
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 147297
Filing ID: 2052677
Last Filing Date: 2026-03-03 15:09:08