Vistica Wealth Advisors, LLC
Vistica Wealth Advisors, LLC is an SEC-registered wealth manager in Carlsbad, CA with $260.1M assets under management (AUM, regulatory AUM), +98% over one year. See who owns Vistica Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147297, SEC 801-121024, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $260.1M (2026-05-07)
- Firm type
- Wealth Manager
- Location
- Carlsbad, CA
- Employees
- 5
- Clients
- 122
- CRD
- 147297
- Ownership
- VISTICA, JEFFREY, FRANK; JEFFREY AND LILY VISTICA TRUST; Vistica, Lily, Taylor Dancis; GRADNEY, VERLIN, JAMES
How much AUM does Vistica Wealth Advisors, LLC have?
Vistica Wealth Advisors, LLC reported $260.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Vistica Wealth Advisors, LLC?
Disclosed owners and executives of Vistica Wealth Advisors, LLC include VISTICA, JEFFREY, FRANK, JEFFREY AND LILY VISTICA TRUST, Vistica, Lily, Taylor Dancis, GRADNEY, VERLIN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.