Alvista Wealth Consulting, LLC

Alvista Wealth Consulting, LLC (CRD# 159264) is a financial advisory firm headquartered in , . They manage $16,094,998 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,073,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Alvista Wealth Consulting, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Liddy, financial advisor Greenwood Village CO
James L. Liddy
CRD#: 5034312
Greenwood Village, CO

James Liddy (CRD# 5034312) is an Investment Advisor Representative working at Alvista Wealth Consulting, LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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