Vista Private Wealth Partners LLC

Vista Private Wealth Partners LLC (CRD# 171139) is a financial advisory firm headquartered in Denver, CO. They manage $264,796,260 in 1,061 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    1,061
    ACCOUNTS
  • Average Account Value
    $249,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, TX, UT

Financial Advisors at Vista Private Wealth Partners LLC
Showing 1 - 10 of 10 top financial advisors.
1
Craig A. Austad
CRD#: 2613731
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO 80222
96
Wealthminder
score

Craig Austad (CRD# 2613731) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 15 years of experience in the finance industry. Craig Austad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark D. Levine
CRD#: 5495185
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO 80222
96
Wealthminder
score

Mark Levine (CRD# 5495185) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 9 years of experience in the finance industry. Mark Levine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian M. Rettig
CRD#: 2874148
1999 Broadway, Suite 550, Denver, CO 80202
96
Wealthminder
score

Brian Rettig (CRD# 2874148) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 20 years of experience in the finance industry.

4
Leonard S. Sanford
CRD#: 4419221
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO 80222
96
Wealthminder
score

Leonard Sanford (CRD# 4419221) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 15 years of experience in the finance industry. Leonard Sanford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Harold J. Classick
CRD#: 2562034
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO 80222
93
Wealthminder
score

Harold Classick (CRD# 2562034) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 23 years of experience in the finance industry.

6
Sherri L. Gilligan
CRD#: 5707557
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO 80222
93
Wealthminder
score

Sherri Gilligan (CRD# 5707557) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 7 years of experience in the finance industry.

7
Joseph Giulitto
CRD#: 3067233
5619 Dtc Parkway, Suite 1050, Greenwood Village, CO 80111
93
Wealthminder
score

Joseph Giulitto (CRD# 3067233) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Greenwood Village, CO and has over 19 years of experience in the finance industry.

8
Roger L. Pierce
CRD#: 2628332
Denver, CO
93
Wealthminder
score

Roger Pierce (CRD# 2628332) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 19 years of experience in the finance industry.

9
Darin M. Snow
CRD#: 2538912
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO 80222
93
Wealthminder
score

Darin Snow (CRD# 2538912) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 23 years of experience in the finance industry.

10
Robert A. Spicer
CRD#: 2180061
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO 80222
93
Wealthminder
score

Robert Spicer (CRD# 2180061) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 26 years of experience in the finance industry.

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