VISTICA WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$260,142,729
Discretionary
$243,573,008
Non-discretionary
$16,569,721
Firm details
- CRD number
- 147297
- SEC file number
- 801-121024
- Main office
- CARLSBAD, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.