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| Happy Holidays!! thanks for using AUM13F!! |
| Vista Advisor Group LLC
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| CRD # | 307268 |
| SEC # | 801-119453 |
| CIK # | |
| AUM | $257.7 M (2025-01-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 925-476-4646 |
| Address | 2950 Buskirk Avenue Walnut Creek, CA 94597 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 577 | 129.2 |
| (b) Individuals (high net worth individuals) | 60 | 124.5 |
| (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 | 4.0 |
| (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 | 639 | 257.7 |
| By Discretionary | ||
| Discretionary | 637 | 256.1 |
| Non-Discretionary | 2 | 1.6 |
| Total | 639 | 257.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.7 | |
| Total | 639 | 257.7 |
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|---|---|---|
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✚
|
0.3 | |
|
Sherwood Financial Partners LLC
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CA | 0.3 |
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GA | 0.3 |
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Bluestone Wealth Management LLC
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Blueprint Partners LLC
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MI | 0.3 |
|
Kilterhowling LLC
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CO | 0.3 |
|
Oaktrust Wealth Advisors LLC
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|
0.3 | |
|
Atlas Fiduciary Services Inc
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NH | 0.3 |
|
Swisher Financial Concepts Inc
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OH | 0.3 |
|
J Team Financial Inc
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|
TX | 0.3 |