Mountain Vista Wealth Management
Mountain Vista Wealth Management (CRD# 290456) is a financial advisory firm headquartered in , . They manage $29,626,214 in 117 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Mountain Vista Wealth Management
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$253,216
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, NY
Financial Advisors at Mountain Vista Wealth Management
1
Jonathan Heagle (CRD# 4731304) is an Investment Advisor Representative working at Mountain Vista Wealth Management in Santa Barbara, CA and has over 20 years of experience in the finance industry.
2
Michael Riolo (CRD# 3011228) is an Investment Advisor Representative working at Mountain Vista Wealth Management in Santa Barbara, CA and has over 23 years of experience in the finance industry.
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