Unclaimed Profile

Stephen David Mayer

VISTA WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

Clean record11 years registeredVISTA WEALTH MANAGEMENT, LLC

600 CALIFORNIA STREET, SAN FRANCISCO, CA 94108CRD# 4223255Firm CRD# 110252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen David Mayer · SAN FRANCISCO, CA

Registration

CRD #4223255 · VISTA WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISTA WEALTH MANAGEMENT, LLC

SDM ADVISORS, LLC

Oct 2014 – Dec 2025

SAN FRANCISCO, CA

Registrations & Exams

Registration record

First registered · October 3, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISTA WEALTH MANAGEMENT, LLC

CRD 110252 · SEC 801-60117

AUM

$1.7B

Regulatory assets under management

Employees

1,835 client accounts

Services offered by VISTA WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VISTA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen David Mayer offer?

Stephen David Mayer specializes in Financial Planning, Investment Management.

What are Stephen David Mayer's credentials?

Stephen David Mayer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen David Mayer located?

Stephen David Mayer is based in SAN FRANCISCO, California, last registered with VISTA WEALTH MANAGEMENT, LLC.

How does Stephen David Mayer charge for services?

Stephen David Mayer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISTA WEALTH MANAGEMENT, LLC?

VISTA WEALTH MANAGEMENT, LLC has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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