Vistica Wealth Advisors, LLC

Vistica Wealth Advisors, LLC (CRD# 147297) is a financial advisory firm headquartered in Carlsbad, CA. They manage $103,482,628 in 287 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $360,567
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MS, NV, TX

Financial Advisors at Vistica Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Allen G. Regan
CRD#: 5282338
2121 Palomar Airport Road, Suite 160, Carlsbad, CA 92011

Allen Regan (CRD# 5282338) is an Investment Advisor Representative working at Vistica Wealth Advisors, LLC in Carlsbad, CA and has over 14 years of experience in the finance industry.

2
Daniel J. Vistica
CRD#: 6459720
2121 Palomar Airport Road, Suite 160, Carlsbad, CA 92011

Daniel Vistica (CRD# 6459720) is an Investment Advisor Representative working at Vistica Wealth Advisors, LLC in Carlsbad, CA and has over 9 years of experience in the finance industry.

3
Jeffrey F. Vistica
CRD#: 4327275
2121 Palomar Airport Road, Suite 160, Carlsbad, CA 92011

Jeffrey Vistica (CRD# 4327275) is an Investment Advisor Representative working at Vistica Wealth Advisors, LLC in Carlsbad, CA and has over 23 years of experience in the finance industry.

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