SEC Form ADV

VISTICA WEALTH ADVISORS, LLC

Firm profile: Vistica Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$260.1M
Assets Under Management
404
Total Clients
5
Employees
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Registration Details

Accession
CRD-147297
Location
CARLSBAD, CA
Filing Date
May 7, 2026
AUM
$260.1M
Total Clients
404
Institutional Clients
11
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

VISTICA WEALTH ADVISORS, LLC is a registered investment adviser headquartered in CARLSBAD, CA, managing approximately $260.1M in assets across 404 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.