Vista Finance, LLC

RIASEC Registered

Total AUM

$320M

Discretionary

$305M

95% of AUM

Avg account

$706K

Accounts

453

Employees

Advisory reps

Firm details

Headquarters: Clayton, Missouri
CRD number: 312082
Registered since: March 1, 2021
Website: www.myvista.us
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.2%
Corporations / Businesses17.05%
Individuals1.26%
Charitable Organizations0.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Vista Finance, LLC is an independent, individual-owned RIA organized as an LLC that registered with the SEC in 2021. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management across individual, small business and institutional mandates. Its advisory scope includes selecting other advisers and providing pension consulting services, and it reports fee arrangements that combine percentage-of-AUM and fixed-fee structures. The firm’s business affiliations include relationships with banking or thrift institutions and insurance companies, and it serves as a sponsor/GP or managing member of pooled investment vehicles. Vista does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data.