Diablo Vista Capital, LLC

Diablo Vista Capital, LLC (CRD# 155830) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $24,305,327 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $24,305,327
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ME

Financial Advisors at Diablo Vista Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lee B. Molendyk
CRD#: 2869353
Danville, CA
96
Wealthminder
score

Lee Molendyk (CRD# 2869353) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Danville, CA and has over 21 years of experience in the finance industry.

2
Phillip T. Hamilton
CRD#: 2826524
Portland, ME
93
Wealthminder
score

Phillip Hamilton (CRD# 2826524) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Portland, ME and has over 21 years of experience in the finance industry.

3
Lance B. Swanson
CRD#: 2855546
Danville, CA
93
Wealthminder
score

Lance Swanson (CRD# 2855546) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Danville, CA and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.