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Building 2VISTA WEALTH MANAGEMENT, LLC

Map pinPALO ALTO, CA
Phone650-252-0550
NotebookSEC #801-60117
Total AUM
$1.7B
Employees
27
Clients
504

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
306 CAMBRIDGE AVE
PALO ALTO
CA 94306
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
650-252-0550
Other Offices
3

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,835
Discretionary
$1.7B
Accounts
1,835
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
172
AUM
$75.9M
HNW Individual Clients
329
AUM
$1.5B
Pension/Profit Sharing Plan Clients
1
AUM
$13.7M
Charitable Organization Clients
1
AUM
$7.8M
Corporation or Business Clients
1
AUM
$34.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLANHNYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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