Vistica Wealth Advisors, LLC

Vistica Wealth Advisors, LLC (CRD# 147297) is a financial advisory firm headquartered in Carlsbad, CA. They manage $50,603,564 in 79 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $640,551
Compensation Options
  • A percentage of assets under your management
  • 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
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.

CA, TX

Financial Advisors at Vistica Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey F. Vistica
CRD#: 4327275
2121 Palomar Airport Road, Suite 160, Carlsbad, CA 92011
96
Wealthminder
score

Jeffrey Vistica (CRD# 4327275) is an Investment Advisor Representative working at Vistica Wealth Advisors, LLC in Carlsbad, CA and has over 15 years of experience in the finance industry. Jeffrey Vistica 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
Joseph Giulianotti
CRD#: 5898469
2121 Palomar Airport Road, Suite 160, Carlsbad, CA 92011
93
Wealthminder
score

Joseph Giulianotti (CRD# 5898469) is an Investment Advisor Representative working at Vistica Wealth Advisors, LLC in Carlsbad, CA and has over 5 years of experience in the finance industry.

3
Daniel J. Vistica
CRD#: 6459720
Fair Oaks, CA
88
Wealthminder
score

Daniel Vistica (CRD# 6459720) is an Investment Advisor Representative working at Vistica Wealth Advisors, LLC in Fair Oaks, CA and has 1 year of experience in the finance industry.

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