Vista Wealth Management, Inc.
Vista Wealth Management, Inc. (CRD# 117929) is a financial advisory firm headquartered in Overland Park, KS. They manage $11,370,018 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$232,041
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
J. Matheis (CRD# 869179) is an Investment Advisor Representative working at Vista Wealth Management, Inc. in Overland Park, KS and has over 33 years of experience in the finance industry.