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MOUNTAIN VISTA WEALTH MANAGEMENT

MOUNTAIN VISTA WEALTH MANAGEMENT, LLC

CRD 290456

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$53.3M

Discretionary AUM

$50.5M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals39$13.2M
High net worth individuals21$37.3M
Pension/profit sharing plans2$2.8M

All web addresses on file

Official SEC filing: View on IAPD