VISTA WEALTH MANAGEMENT, LLC
CRD #110252 SEC #801-60117 PALO ALTO, CA 650-252-0550
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
27
Clients
251
Accounts
1,835
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2018 | $1.7B | $1.7B | $0 | 27 | 0 |
| Apr 2018 | $1.7B | $1.7B | $0 | 27 | 0 |
| Mar 2018 | $1.7B | $1.7B | $0 | 27 | 0 |
| Nov 2017 | $1.5B | $1.5B | $0 | 25 | 0 |
| Aug 2017 | $1.5B | $1.5B | $0 | 25 | 500 |
| Feb 2017 | $1.5B | $1.5B | $0 | 25 | 500 |
| Nov 2016 | $1.4B | $1.4B | $9.9M | 27 | 500 |
| Jun 2016 | $1.4B | $1.4B | $9.9M | 27 | 500 |
| Apr 2016 | $1.4B | $1.4B | $9.9M | 27 | 500 |
| Mar 2016 | $1.4B | $1.4B | $9.9M | 27 | 500 |
| Sep 2015 | $1.3B | $1.3B | $0 | 23 | 400 |
| Sep 2015 | $1.3B | $1.3B | $0 | 23 | 400 |
| Feb 2015 | $1.3B | $1.3B | $0 | 23 | 400 |
| Nov 2014 | $1.1B | $1.1B | $0 | 19 | 400 |
| Sep 2014 | $1.1B | $1.1B | $0 | 19 | 400 |
| Mar 2014 | $1.1B | $1.1B | $0 | 19 | 400 |
| Jun 2013 | $848.7M | $793.2M | $55.5M | 19 | 400 |
| Feb 2013 | $848.7M | $793.2M | $55.5M | 19 | 400 |
| Sep 2012 | $855.2M | $800.5M | $54.7M | 11 | 300 |
| Jun 2012 | $909.2M | $835.6M | $73.6M | 11 | 300 |
| May 2012 | $909.2M | $835.6M | $73.6M | 11 | 300 |
| May 2012 | $909.2M | $835.6M | $73.6M | 11 | 300 |
| Mar 2012 | $909.2M | $835.6M | $73.6M | 11 | 300 |
| Aug 2011 | $664.1M | $618.9M | $45.2M | -- | -- |
| Jan 2011 | $491M | $426M | $65M | -- | -- |
| Oct 2010 | $491M | $426M | $65M | -- | -- |
| Aug 2010 | $491M | $426M | $65M | -- | -- |
| May 2010 | $491M | $426M | $65M | -- | -- |
| Mar 2010 | $491M | $426M | $65M | -- | -- |
| Mar 2009 | $339.1M | $156M | $183.1M | -- | -- |
| Mar 2007 | $185.5M | $176.4M | $9.1M | 5 | -- |
| Feb 2006 | $157.1M | $133.6M | $23.5M | 5 | -- |
| Dec 2005 | $134M | $134M | $0 | 5 | -- |
| Mar 2004 | $65.5M | $65.5M | $0 | 5 | -- |
| Aug 2001 | $32.4M | $32.4M | $0 | 5 | -- |
DateAug 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients0
DateApr 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients0
DateNov 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients0
DateAug 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients500
DateFeb 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients500
DateNov 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$9.9M
Employees27
Clients500
DateJun 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$9.9M
Employees27
Clients500
DateApr 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$9.9M
Employees27
Clients500
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$9.9M
Employees27
Clients500
DateSep 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients400
DateSep 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients400
DateFeb 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients400
DateNov 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients400
DateSep 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients400
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients400
DateJun 2013
Total AUM$848.7M
Discretionary$793.2M
Non-Disc.$55.5M
Employees19
Clients400
DateFeb 2013
Total AUM$848.7M
Discretionary$793.2M
Non-Disc.$55.5M
Employees19
Clients400
DateSep 2012
Total AUM$855.2M
Discretionary$800.5M
Non-Disc.$54.7M
Employees11
Clients300
DateJun 2012
Total AUM$909.2M
Discretionary$835.6M
Non-Disc.$73.6M
Employees11
Clients300
DateMay 2012
Total AUM$909.2M
Discretionary$835.6M
Non-Disc.$73.6M
Employees11
Clients300
DateMay 2012
Total AUM$909.2M
Discretionary$835.6M
Non-Disc.$73.6M
Employees11
Clients300
DateMar 2012
Total AUM$909.2M
Discretionary$835.6M
Non-Disc.$73.6M
Employees11
Clients300
DateAug 2011
Total AUM$664.1M
Discretionary$618.9M
Non-Disc.$45.2M
Employees--
Clients--
DateJan 2011
Total AUM$491M
Discretionary$426M
Non-Disc.$65M
Employees--
Clients--
DateOct 2010
Total AUM$491M
Discretionary$426M
Non-Disc.$65M
Employees--
Clients--
DateAug 2010
Total AUM$491M
Discretionary$426M
Non-Disc.$65M
Employees--
Clients--
DateMay 2010
Total AUM$491M
Discretionary$426M
Non-Disc.$65M
Employees--
Clients--
DateMar 2010
Total AUM$491M
Discretionary$426M
Non-Disc.$65M
Employees--
Clients--
DateMar 2009
Total AUM$339.1M
Discretionary$156M
Non-Disc.$183.1M
Employees--
Clients--
DateMar 2007
Total AUM$185.5M
Discretionary$176.4M
Non-Disc.$9.1M
Employees5
Clients--
DateFeb 2006
Total AUM$157.1M
Discretionary$133.6M
Non-Disc.$23.5M
Employees5
Clients--
DateDec 2005
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--