Vistica Wealth Advisors, LLC
Firm details
- Headquarters
- Carlsbad, California
- CRD number
- 147297
- Registered since
- April 29, 2021
- Website
- www.visticawa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.92%
- Pension & Profit Sharing Plans11.68%
- Individuals6.27%
- Corporations / Businesses3.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Vistica Wealth Advisors, LLC is an independent registered investment adviser that entered SEC registration in 2021 and operates as an LLC. The firm serves both individual/family and institutional clients and performs as a capital allocator, sourcing third‑party managers alongside managing client portfolios directly. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and selecting other advisers. The firm bills using a mix of AUM‑based fees, hourly charges and fixed fees, and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds67%
- Cash & Cash Equivalents13%
- US Government Bonds8%
- State & Local Bonds5%
- Exchange Traded Equities4%
Contacts
3 of 4
Allen Regan
Consulting AdvisorCRD 5282338
Jeffrey Vistica
Wealth AdvisorCRD 4327275
Christine Skoczek
FounderCRD 3090498
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$108M in ETFs
18%
$19.1M
82%
$88.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $23.3M | 526,146 | 21.65% |
Location
Carlsbad, CA
San Diego
Location
Carlsbad, CA
Headquartered in Carlsbad, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 2121 Palomar Airport Rd
- Time zone
- PT (UTC-8)
- Office locations
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