Lily Taylor Dancis Vistica is listed as Trustee at Vistica Wealth Advisors, LLC in Carlsbad, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Vistica Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Lily Taylor Dancis Vistica work?
Lily Taylor Dancis Vistica is listed as Trustee at Vistica Wealth Advisors, LLC on SEC Form ADV.
How much of Vistica Wealth Advisors, LLC does Lily Taylor Dancis Vistica own?
Form ADV reports a beneficial ownership band of 50-75%.