Green Vista Asset Management LLC

Overview

Green Vista Asset Management LLC is an independent, limited liability investment adviser that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides fee-based financial planning and portfolio management services for individuals, small businesses, and institutional entities. Service offerings include direct portfolio management and selection of third‑party advisers. Its fee model is a mix of percentage-of-AUM and hourly billing. The firm is not an active ESG investor. Ownership is structured as a combination of a domestic entity and an individual. Green Vista is state‑registered in multiple jurisdictions (California, Florida, Indiana, Louisiana, Ohio, and Pennsylvania) and operates with a small, multi-office footprint.

Assets & Accounts

Public Holdings

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Location & Offices