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VISTA INVESTMENT PARTNERS

VISTA INVESTMENT PARTNERS II, LLC

CRD 327983 · SEC 801-128904

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ONE WOODSIDE DRIVE, RICHMOND, IN, 47374, United States

Phone

765-962-5153

Fax

765-962-5382

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$383.1M

Discretionary AUM

$383.0M

Team

12 total employees; 6 advisory reps; 10 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals397$126.4M
High net worth individuals94$249.3M
Corporations/business entities3$6.0M

States served

CA, CO, IL, IN, MN, NC, OH, TN, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD