Vista Investment Partners LLC
Vista Investment Partners LLC is an SEC-registered wealth manager in Oklahoma City, OK with $610.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Vista Investment Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286014, SEC 801-108779, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $610.6M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Oklahoma City, OK
- Employees
- 9
- Clients
- 479
- CRD
- 286014
- Ownership
- RICHARDSON, RONALD, LOYD; PARSONS, ARMINDA, HOGAN; Arthur, KIMBERLY, ELLEN; WINCHESTER, MAX, HOWARD; THURMAN, JERRY, DALE
How much AUM does Vista Investment Partners LLC have?
Vista Investment Partners LLC reported $610.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Vista Investment Partners LLC?
Disclosed owners and executives of Vista Investment Partners LLC include RICHARDSON, RONALD, LOYD, PARSONS, ARMINDA, HOGAN, Arthur, KIMBERLY, ELLEN, WINCHESTER, MAX, HOWARD, THURMAN, JERRY, DALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.