|
⚲
|
| Vista Advisor Group LLC
✚
|
|
|---|---|
| CRD # | 307268 |
| SEC # | 801-119453 |
| CIK # | |
| AUM | $314.6 M (2026-02-06) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 925-476-4646 |
| Address | 2950 Buskirk Avenue Walnut Creek, CA 94597 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 607 | 143.0 |
| (b) Individuals (high net worth individuals) | 79 | 166.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 688 | 314.6 |
| By Discretionary | ||
| Discretionary | 686 | 312.7 |
| Non-Discretionary | 2 | 1.9 |
| Total | 688 | 314.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 313.7 | |
| Total | 688 | 314.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Garrison Point Capital LLC
✚
|
CA | 0.3 |
|
Camarda Financial Advisors LLC
✚
|
FL | 0.3 |
|
Twin Lakes Capital Management LLC
✚
|
CA | 0.3 |
|
Define Financial LLC
✚
|
CA | 0.3 |
|
Bernard Wealth Management Corp
✚
|
MI | 0.3 |
|
Ricketts Financial LLC
✚
|
KY | 0.3 |
|
Tieton Capital Management LLC
✚
|
WA | 0.3 |
|
Certified Tax Service Inc
✚
|
IL | 0.3 |
|
Paradigm Strategies in Wealth Management LLC
✚
|
MN | 0.3 |
|
Trust Advisory Group Ltd
✚
|
AL | 0.3 |