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
https://www.facebook.com/mtnvistawm/
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, CT, NY

Financial Advisors at Mountain Vista Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan Heagle, financial advisor Santa Barbara CA
Jonathan R. Heagle
CRD#: 4731304
Santa Barbara, CA

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, financial advisor Santa Barbara CA
Michael J. Riolo
CRD#: 3011228
Santa Barbara, CA

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.

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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