Diablo Vista Capital, LLC

Diablo Vista Capital, LLC (CRD# 155830) is a financial advisory firm headquartered in Concord, CA. They manage $11,928,470 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $11,928,470
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

Financial Advisors at Diablo Vista Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lee B. Molendyk
CRD#: 2869353
1401 Willow Pass Road, Suite 880, Concord, CA 94520
96
Wealthminder
score

Lee Molendyk (CRD# 2869353) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Concord, CA and has over 19 years of experience in the finance industry.

2
Lance B. Swanson
CRD#: 2855546
1401 Willow Pass Road, Suite 880, Concord, CA 94520
93
Wealthminder
score

Lance Swanson (CRD# 2855546) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Concord, CA and has over 16 years of experience in the finance industry.

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