|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Vistica Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 147297 |
| SEC # | 801-121024 |
| CIK # | |
| AUM | $131.6 M (2025-05-07) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 760-854-4003 |
| Address | 2121 Palomar Airport Road Carlsbad, CA 92011 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 10.5 |
| (b) Individuals (high net worth individuals) | 43 | 111.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.4 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 131.6 |
| By Discretionary | ||
| Discretionary | 301 | 131.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 301 | 131.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.6 | |
| Total | 301 | 131.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 0.1 |
|
MJB Asset Management LLC
✚
|
NY | 0.1 |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 0.1 |
|
Northern Lights Advisors Inc
✚
|
WA | 0.1 |
|
Nolet Wealth Management LLC
✚
|
TX | 0.1 |
|
Paul & Co Wealth Management Inc
✚
|
CA | 0.1 |
|
Vitral Advisors LLC
✚
|
0.1 | |
|
Intentional Retirement LLC
✚
|
NE | 0.1 |
|
Gerstemeier Financial Group LLC
✚
|
0.1 | |
|
The RENN Wealth Management Group Inc
✚
|
GA | 0.1 |