Vista Finance, LLC
Vista Finance, LLC is an SEC-registered wealth manager in Clayton, MO with $320.0M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Vista Finance, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312082, SEC 801-120420, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $320.0M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Clayton, MO
- Employees
- 5
- Clients
- 98
- CRD
- 312082
- Ownership
- LANDZAAT, BRIAN, THOMAS; Sorensen, Lincoln, Andrew; SORENSEN, LINCOLN, ANDREW; WILLIAMS, CHRISTOPHER, BRENT
How much AUM does Vista Finance, LLC have?
Vista Finance, LLC reported $320.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Vista Finance, LLC?
Disclosed owners and executives of Vista Finance, LLC include LANDZAAT, BRIAN, THOMAS, Sorensen, Lincoln, Andrew, SORENSEN, LINCOLN, ANDREW, WILLIAMS, CHRISTOPHER, BRENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.