Jeffrey and Lily Vistica Trust is listed as Owner at Vistica Wealth Advisors, LLC in Carlsbad, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Vistica Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey and Lily Vistica Trust work?
Jeffrey and Lily Vistica Trust is listed as Owner at Vistica Wealth Advisors, LLC on SEC Form ADV.
How much of Vistica Wealth Advisors, LLC does Jeffrey and Lily Vistica Trust own?
Form ADV reports a beneficial ownership band of Over 75%.