Vista Wave Investments, LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 316675
- Fee structure
- Percentage of AUM
- Services
- Financial Planning
Firm profile
FINTRXOverview
Vista Wave Investments, LLC is organized as a limited liability company and is owned by an individual. The firm operates on a percentage-of-AUM fee model and lists insurance brokerage and financial planning among its business activities. FINTRX classifies the adviser as unclassified and indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. SEC registration year is not provided and the firm is not flagged as newly formed or as a related adviser in the source data. The dataset does not specify the firm’s client segments or target market.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Jason Williams
OwnerCRD 4676003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8901 River Crossing Blvd
- Time zone
- ET (UTC-5)
- Office locations
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