Vista Wealth Management, LLC

Vista Wealth Management, LLC (CRD# 110252) is a financial advisory firm headquartered in East Palo Alto, CA. They manage $1,524,130,900 in 1,758 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,524
    MILLION
  • Total Number of Accounts
    1,758
    ACCOUNTS
  • Average Account Value
    $866,969
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
  • 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, FL, GA, LA, NH, NY, TX, WA

Financial Advisors at Vista Wealth Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Robert T. Adams
CRD#: 733806
2000 University Avenue, Suite 201, East Palo Alto, CA 94303
96
Wealthminder
score

Robert Adams (CRD# 733806) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 35 years of experience in the finance industry. Robert Adams 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
Warren G. Jackson
CRD#: 5282788
2000 University Ave, Suite 201, East Palo Alto, CA 94303
96
Wealthminder
score

Warren Jackson (CRD# 5282788) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 10 years of experience in the finance industry.

3
Eric R. Swensen
CRD#: 4906053
2000 University Ave, No. 201, Palo Alto, CA 94303
96
Wealthminder
score

Eric Swensen (CRD# 4906053) is an Investment Advisor Representative working at Vista Wealth Management, LLC in Palo Alto, CA and has over 13 years of experience in the finance industry. Eric Swensen 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.

4
Aaron J. White
CRD#: 5668453
2000 University Ave, Suite 201, East Palo Alto, CA 94303
96
Wealthminder
score

Aaron White (CRD# 5668453) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 8 years of experience in the finance industry. Aaron White 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
Mark M. Bates
CRD#: 6412414
88 Kearny Street, Suite 1700, San Francisco, CA 94108
95
Wealthminder
score

Mark Bates (CRD# 6412414) is an Investment Advisor Representative working at Vista Wealth Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Mark Bates 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.

6
Johanna S. Adleson
CRD#: 5263358
2000 University Avenue, Suite 201, East Palo Alto, CA 94303
93
Wealthminder
score

Johanna Adleson (CRD# 5263358) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 10 years of experience in the finance industry.

7
Brian G. Frazier
CRD#: 1508930
2000 University Ave, Suite 201, East Palo Alto, CA 94303
93
Wealthminder
score

Brian Frazier (CRD# 1508930) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 14 years of experience in the finance industry.

8
James M. Knight
CRD#: 2838440
5000 Hopyard Road, Suite 460, Pleasanton, CA 94588
93
Wealthminder
score

James Knight (CRD# 2838440) is an Investment Advisor Representative working at Vista Wealth Management, LLC in Pleasanton, CA and has over 15 years of experience in the finance industry.

9
Jason S. Orenzoff
CRD#: 2096737
7702 East Doubletree Ranch Road, Suite 300, Scottsdale, AZ 85258
93
Wealthminder
score

Jason Orenzoff (CRD# 2096737) is an Investment Advisor Representative working at Vista Wealth Management, LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.

10
Henry B. Pilger
CRD#: 3030942
2000 University Ave, Suite 201, East Palo Alto, CA 94303
93
Wealthminder
score

Henry Pilger (CRD# 3030942) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 19 years of experience in the finance industry.

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