VISTAMARK INVESTMENTS
Firm details
- Headquarters
- HINSDALE, Illinois
- CRD number
- 335309
- Registered since
- May 7, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals80.56%
- HNWI19.44%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vistamark Investments is a privately held LLC that provides portfolio management to individuals and small businesses and offers pension consulting services. The firm bills clients via an asset-based fee schedule and fixed fees, and reports an individual-owner structure. Vistamark registered with the SEC in 2026 and serves an individual and family clientele. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MATTHEW RICE
CIO and Managing PartnerCRD 2946351
Contacts
3 of 3RYAN WALTER
Partner, DirectorCRD 5066998
Sean McEvilly
Managing Partner and FounderCRD 6760943
WILLIAM SEYFARTH
Managing PartnerCRD 6921144
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HINSDALE, IL
DU PAGE
Location
HINSDALE, IL
Headquartered in HINSDALE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 333 W Chestnut St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
RPC PRIVATE WEALTH, LLC
RIAHINSDALE, IL
MPI WEALTH MANAGEMENT LLC
RIAHINSDALE, IL
HINSDALE ASSOCIATES
RIAHINSDALE, IL
DAYBREAK WEALTH, LLC
RIAHINSDALE, IL
PERFORMANCE WEALTH
RIAHINSDALE, IL
MISSIO INVESTMENT MANAGEMENT LLC
RIAHINSDALE, IL