Vista Point Asset Management LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
6
Advisory reps
2

Firm details

Headquarters
Irvine, California
CRD number
341810
Registered since
June 23, 2026
Fee structure
Percentage of AUM, Other
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vista Point Asset Management LLC is a newly formed institutional registered investment adviser that registered with the SEC in 2026. The firm is organized as an LLC and lists ownership tied to both a domestic entity and individuals. It identifies its core advisory activities as portfolio management for pooled investment vehicles and for businesses or institutional clients. Vista Point reports a fee model that includes a percentage-of-assets-under-management component alongside other fee arrangements. Vista Point does not describe itself as a capital allocator, it is not an active ESG investor, and it is not registered as a multi-state adviser. The firm also indicates affiliations consistent with operating investment vehicles: it lists roles such as sponsor, general partner or managing member of pooled vehicles, and notes connections with CPO/CTA activities.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Raulin Villegas

    Raulin Villegas

    Senior DirectorCRD 6806798

  • Stephen Wichmann

    CRD 8252478

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
1920 Main St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth