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| Vistica Wealth Advisors LLC
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| |
|---|---|
| CRD # | 147297 |
| SEC # | 801-121024 |
| CIK # | |
| AUM | $103.5 MM (2024-03-15) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 760-854-4003 |
| Address | 2121 Palomar Airport Road Carlsbad, CA 92011 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 9.4 |
| (b) Individuals (high net worth individuals) | 42 | 83.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.3 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 287 | 103.5 |
| By Discretionary | ||
| Discretionary | 287 | 103.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 287 | 103.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.5 | |
| Total | 287 | 103.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cosey Financial Services Inc
✚
|
TN | 0.1 |
|
Integrity Financial Advisors LLC
✚
|
MA | 0.1 |
|
Daviman Financial LLC
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|
IN | 0.1 |
|
Loyd Financial Management Inc
✚
|
CO | 0.1 |
|
Evolutionary Tree Capital Management LLC
✚
|
VA | 0.1 |
|
10Elms LLP
✚
|
OK | 0.1 |
|
Voyage Wealth Management LLC
✚
|
TX | 0.1 |
|
CornerStone Alternatives LLC
✚
|
SC | 0.1 |
|
Desmond Wealth Management Inc
✚
|
CA | 0.1 |
|
Delaware Avenue Wealth Planners LLC
✚
|
DE | 0.1 |