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BUENA VISTA INVESTMENT MANAGEMENT LLC
CRD 123252 · SEC 801-63732
478 EAST GRAND AVE, SUITE 202, WISCONSIN RAPIDS, WI, 54494, United States
Phone
715-423-9505
Fax
715-423-9405
Registration
— (—)
Source
State registered
Total AUM
$25.7M
Discretionary AUM
$25.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $12.7M |
| High net worth individuals | 16 | $13.1M |
All web addresses on file
Official SEC filing: View on IAPD