| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey and Lily Vistica Trust Control | Owner | Over 75% | 2020 |
| Jeffrey Frank Vistica Control | Managing Principal/Cco | Under 5% | 2008 |
| Jeffrey Frank Vistica Control | Trustee | 50-75% | 2015 |
Vistica Wealth Advisors, LLC reports $131.6 million in regulatory assets under management on its Form ADV.
Vistica Wealth Advisors, LLC reports 5 employees.
Vistica Wealth Advisors, LLC is based in Carlsbad, CA and has been SEC-registered since 2021.
Vistica Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2121 Palomar Airport Road, Suite 160, Carlsbad, CA 92011 |
| Phone | 760-854-4003 |
| Fax | 760-888-3573 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $131.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $131.6M |