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Vistica Wealth Advisors, LLC

● SEC registered since 2021CRD 147297SEC# 801-121024Carlsbad, CA
Export (members)
Reg. AUM
$260.1M
Employees
5
Accounts
404
Location
Carlsbad, CA

Vistica Wealth Advisors, LLC assets under management

Vistica Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Carlsbad, CA. The firm has been registered since 2021. It reports $260.1 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/jeffvisticaView on SEC.gov ↗

Vistica Wealth Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Jeffrey and Lily Vistica Trust ControlOwnerOver 75%2020
Jeffrey Frank Vistica ControlManaging Principal/CcoUnder 5%2008
Jeffrey Frank Vistica ControlTrustee50-75%2015
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Frequently asked questions

How much does Vistica Wealth Advisors, LLC manage?

Vistica Wealth Advisors, LLC reports $260.1 million in regulatory assets under management on its Form ADV.

How many employees does Vistica Wealth Advisors, LLC have?

Vistica Wealth Advisors, LLC reports 5 employees.

Where is Vistica Wealth Advisors, LLC located?

Vistica Wealth Advisors, LLC is based in Carlsbad, CA and has been SEC-registered since 2021.

Does Vistica Wealth Advisors, LLC disclose fund performance?

Vistica Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2121 Palomar Airport Road, Suite 160, Carlsbad, CA 92011
Phone760-854-4003
Fax760-888-3573
Office hours8:30 a.m. - 5:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$260.1M▲ 151%
Jan '25 — $103.5MFeb '25 — $103.5MMar '25 — $131.6MApr '25 — $131.6MMay '25 — $131.6MJun '25 — $131.6MJul '25 — $131.6MAug '25 — $131.6MSep '25 — $131.6MOct '25 — $131.6MNov '25 — $131.6MDec '25 — $131.6MJan '26 — $131.6MFeb '26 — $131.6MMar '26 — $260.1MApr '26 — $260.1MMay '26 — $260.1MJun '26 — $260.1M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$260.1Mregulatory AUM
Discretionary $243.6MNon-discretionary $16.6M