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VISTA CAPITAL PARTNERS, INC.
CRD 114913 · SEC 801-60536
9755 SW BARNES ROAD, SUITE 595, PORTLAND, OR, 97225, United States
Phone
503-772-9500
Fax
503-772-1229
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.22B
Discretionary AUM
$3.22B
Team
35 total employees; 20 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $773.0M |
| High net worth individuals | 450 | $2.24B |
| Pension/profit sharing plans | 4 | $16.1M |
| Charitable organizations | 8 | $101.1M |
| Corporations/business entities | 4 | $92.1M |
States served
AZ, CA, NE, NY, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD