VISTA WEALTH MANAGEMENT, LLC

PALO ALTO, California·5 registered advisors·CRD# 110252
SEC# 801-601173650-252-0550
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VISTA WEALTH MANAGEMENT, LLC

5 registered advisors
Aaron James White
E. PALO ALTO, California
Eric Robert Swensen
E. PALO ALTO, California
Henry Burl Pilger
E. PALO ALTO, California
Jerome Barry Spector
E. PALO ALTO, California
Stephen David Mayer
SAN FRANCISCO, California
05

Office Locations

E. PALO ALTO, California
4 advisors
SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. VISTA WEALTH MANAGEMENT, LLC (CRD# 110252) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.