Vista Wealth Management is an investment advisor in Palo Alto with $3.87 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831047363
SEC advisor number
801-113671
FINRA CRD number
297808
AUM ?
$3.87 bn
(as of 18 Jul 22)
Accounts
3,300
(as of 18 Jul 22)
Employees
49
(22 investment advisory or research)
Address
Vista Wealth Management
306 CAMBRIDGE AVENUE
PALO ALTO
CA 94306
306 CAMBRIDGE AVENUE
PALO ALTO
CA 94306
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
650-252-0550
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Focus Operating, LLC | Member | 08/2018 | > 75% |
| Spector, Michael, Edward | Chief Executive Officer | 06/2018 | < 5% |
| Knight, James, Michael | CCO and COO | 06/2018 | < 5% |
| Frazier, Brian, Glenn | Chief Investment Officer | 06/2018 | < 5% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Nov 24
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22