Investment adviser · CRD 110252
VISTA WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
PALO ALTO, CA, United States · Form ADV filed Aug 30, 2018
- Regulatory AUM
- $1.67B Form ADV · Item 5.F
- Client accounts
- 1,835 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 25 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 329 | $1,541,728,825 | 92.1% |
| Individuals | 172 | $75,882,089 | 4.5% |
| Corporations & businesses | Fewer than 5 | $34,354,350 | 2.1% |
| Retirement plans | Fewer than 5 | $13,704,948 | 0.8% |
| Charities | Fewer than 5 | $7,810,159 | 0.5% |
Filing source
Form ADV 1238382 · Aug 30, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 30, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
306 CAMBRIDGE AVEPALO ALTO, CA, 94306, United States
CRD 110252
Filing source
Form ADV 1238382 · Aug 30, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.