Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > carlsbad > VISTICA WEALTH ADVISORS, LLC
VISTICA WEALTH ADVISORS, LLC
2121 Palomar Airport Road
Suite 160
Carlsbad, California 92011
Tel: 760-854-4003
About VISTICA WEALTH ADVISORS, LLC
VISTICA WEALTH ADVISORS, LLC, formally registered with the SEC as VISTICA WEALTH ADVISORS, LLC. The firm was established in 04/29/2021. They have over 2 offices throughout the country.
VISTICA WEALTH ADVISORS, LLC is a Carlsbad, California based Financial Planning firm with nearly $103,482,628 assets under management, offering retirement planning & investment advisory services to 287 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147297 |
| SEC# | 801-121024 |
| Assets Managed by Firm | $103,482,628 |
| No. of Clients | 287 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 287 | $103,482,628 |
| Individuals (other than high net worth individuals) | 33 | $9,379,031 |
| High net worth individuals | 42 | $83,375,359 |
| Pension and profit sharing plans | Fewer than 5 clients | $10,270,535 |
| Charitable organizations | Fewer than 5 clients | $457,703 |
More Retirement Planning firms in Carlsbad, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Carlsbad, California