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VISTICA WEALTH ADVISORS, LLC
CRD 147297 · SEC 801-121024
2121 PALOMAR AIRPORT ROAD, SUITE 160, CARLSBAD, CA, 92011, United States
Phone
760-854-4003
Fax
760-888-3573
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.1M
Discretionary AUM
$243.6M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $16.3M |
| High net worth individuals | 66 | $205.3M |
| Pension/profit sharing plans | 11 | $30.4M |
| Corporations/business entities | 2 | $8.2M |
States served
CA, MS, NV, TX
All web addresses on file
Official SEC filing: View on IAPD