VISTICA WEALTH ADVISORS, LLC
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 147297
- Registered since
- April 29, 2021
- Website
- www.visticawa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.92%
- Pension & Profit Sharing Plans11.68%
- Individuals6.27%
- Corporations / Businesses3.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Vistica Wealth Advisors, LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as a limited liability company. The firm serves both individual and institutional clients, offering traditional wealth management services — financial planning, portfolio management for individuals and small businesses — and a mandate to select outside managers when appropriate. Vistica bills using a combination of percentage-of-AUM fees, hourly charges, and fixed fees. The firm describes itself as a capital allocator and reports being an active ESG investor, indicating that environmental, social and governance criteria are incorporated into at least some investment or manager-selection decisions.
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
- Public Funds/Mutual Funds67%
- Cash & Cash Equivalents13%
- US Government Bonds8%
- State & Local Bonds5%
- Exchange Traded Equities4%
Contacts
3 of 4ALLEN REGAN
Consulting AdvisorCRD 5282338
JEFFREY VISTICA
Wealth AdvisorCRD 4327275
CHRISTINE SKOCZEK
FounderCRD 3090498
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$94.8M in ETFs
17%
$16.2M
83%
$78.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $20.3M | 523,119 | 21.44% |
Location
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 2121 Palomar Airport Rd
- Time zone
- PT (UTC-8)
- Office locations
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