RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 30, 2018
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BURR, CURTIS, ALLENIMANAGING MEMBERNA Control
BURR, CURTIS, ALLENIMANAGING MEMBERNA Control
BURR, CURTIS, ALLENIMANAGING MEMBERNA Control
BURR, CURTIS, ALLENIMANAGING MEMBERNA Control
BURR, CURTIS, ALLENIMANAGING MEMBERNA Control
MAHONEY, GERALYNEIMANAGING MEMBERNA Control
MAHONEY, GERALYNEIMANAGING MEMBERNA Control
MAHONEY, GERALYNEIMANAGING MEMBERNA Control
MAHONEY, GERALYNEIMANAGING MEMBERNA Control
MAHONEY, GERALYNEIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERNA Control
MIHELICH, MAUREEN, TIMANAGING MEMBERNA Control
MIHELICH, MAUREEN, TIMANAGING MEMBERNA Control
MIHELICH, MAUREEN, TIMANAGING MEMBERNA Control
MIHELICH, MAUREEN, TIMANAGING MEMBERNA Control
MIHELICH, MAUREEN, TIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
PILGER, HENRY, BURLIMANAGING MEMBERNA Control
TAYLOR, LINCOLN, EARLICHIEF COMPLIANCE OFFICERNA Control
TAYLOR, LINCOLN, EARLICHIEF COMPLIANCE OFFICERNA Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERD Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERD Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERD Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERC Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERC Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERC Control
SPECTOR, MICHAEL, EDWARDIMEMBERC Control
SPECTOR, MICHAEL, EDWARDIMEMBERC Control
SPECTOR, MICHAEL, EDWARDIMEMBERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
BURR, PILGER & MAYER, LLPDEOWNERB Control
BURR, PILGER & MAYER, LLPDEOWNERB Control
BURR, PILGER & MAYER, LLPDEOWNERB Control
BURR, PILGER & MAYER, LLPDEOWNERB Control
BURR, PILGER & MAYER, LLPDEOWNERB Control
CURTIS A. BURR, LISA MOSCARET BURR, TRUSTEES OF BURR TRUST ESTABLISHED 3/27/2002DEOWNERB Control
CURTIS A. BURR, LISA MOSCARET BURR, TRUSTEES OF BURR TRUST ESTABLISHED 3/27/2002DEOWNERB Control
CURTIS A. BURR, LISA MOSCARET BURR, TRUSTEES OF BURR TRUST ESTABLISHED 3/27/2002DEOWNERB Control
CURTIS A. BURR, LISA MOSCARET BURR, TRUSTEES OF BURR TRUST ESTABLISHED 3/27/2002DEOWNERB Control
CURTIS A. BURR, LISA MOSCARET BURR, TRUSTEES OF BURR TRUST ESTABLISHED 3/27/2002DEOWNERB Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERB Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERB Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERB Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERB Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERB Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERB Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERB Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERB Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERB Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERB Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
KNIGHT, JAMES, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
MAHONEY, GERALYNE, TRUSTEE UDT 5/5/97DEOWNERB Control
MAHONEY, GERALYNE, TRUSTEE UDT 5/5/97DEOWNERB Control
MAHONEY, GERALYNE, TRUSTEE UDT 5/5/97DEOWNERB Control
MAHONEY, GERALYNE, TRUSTEE UDT 5/5/97DEOWNERB Control
MAHONEY, GERALYNE, TRUSTEE UDT 5/5/97DEOWNERB Control
MICHAEL A, MIHELICH & MAUREEN T. LUCEY MIHELICH, TRUSTEES OF THE MIHELICH TRUST EST. JUNE 18, 1997DEOWNERB Control
MICHAEL A, MIHELICH & MAUREEN T. LUCEY MIHELICH, TRUSTEES OF THE MIHELICH TRUST EST. JUNE 18, 1997DEOWNERB Control
MICHAEL A, MIHELICH & MAUREEN T. LUCEY MIHELICH, TRUSTEES OF THE MIHELICH TRUST EST. JUNE 18, 1997DEOWNERB Control
MICHAEL A, MIHELICH & MAUREEN T. LUCEY MIHELICH, TRUSTEES OF THE MIHELICH TRUST EST. JUNE 18, 1997DEOWNERB Control
MICHAEL A, MIHELICH & MAUREEN T. LUCEY MIHELICH, TRUSTEES OF THE MIHELICH TRUST EST. JUNE 18, 1997DEOWNERB Control
PILGER, HENRY, BURLIMANAGING MEMBERB Control
PILGER, HENRY, BURLIMANAGING MEMBERB Control
PILGER, HENRY, BURLIMANAGING MEMBERB Control
PILGER, HENRY, BURLIMANAGING MEMBERB Control
PILGER, HENRY, BURLIMANAGING MEMBERB Control
PILGER, HENRY, BURLIMANAGING MEMBERB Control
PILGER, HENRY, BURLIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBERB Control
SPECTOR, MICHAEL, EDWARDIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERB Control
STEPHEN DAVID MAYER & PATRICIA J. MAYER, TRUSTEES UDT 5/19/94, COMMUNITY PROPERTYDEOWNERB Control
STEPHEN DAVID MAYER & PATRICIA J. MAYER, TRUSTEES UDT 5/19/94, COMMUNITY PROPERTYDEOWNERB Control
STEPHEN DAVID MAYER & PATRICIA J. MAYER, TRUSTEES UDT 5/19/94, COMMUNITY PROPERTYDEOWNERB Control
STEPHEN DAVID MAYER & PATRICIA J. MAYER, TRUSTEES UDT 5/19/94, COMMUNITY PROPERTYDEOWNERB Control
STEPHEN DAVID MAYER & PATRICIA J. MAYER, TRUSTEES UDT 5/19/94, COMMUNITY PROPERTYDEOWNERB Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERA Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERA Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERA Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERA Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERA Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERA Control
FRAZIER, BRIAN, GLENNICHIEF INVESTMENT OFFICERA Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERA Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERA Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERA Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERA Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERA Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERA Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERA Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERA Control
HENRY B. PILGER AND MARY J. MEWHA, TRUSTEES UDT 1/23/93, COMMUNITY PROPERTYDEOWNERA Control
PILGER, HENRY, BURLIMANAGING MEMBERA Control
PILGER, HENRY, BURLIMANAGING MEMBERA Control
PILGER, HENRY, BURLIMANAGING MEMBERA Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERA Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERA Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERA Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERA Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERA Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERA Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERA Control
SPECTOR, JEROME, BARRYIMANAGING MEMBERA Control
SWENSEN, ERIC, ROBERTIMEMBERA
SWENSEN, ERIC, ROBERTIMEMBERA
SWENSEN, ERIC, ROBERTIMEMBERA
SWENSEN, ERIC, ROBERTIMEMBERA
SWENSEN, ERIC, ROBERTIMEMBERA
SWENSEN, ERIC, ROBERTIMEMBERA
WHITE, AARON, JAMESIMEMBERA
WHITE, AARON, JAMESIMEMBERA
WHITE, AARON, JAMESIMEMBERA
WHITE, AARON, JAMESIMEMBERA
WHITE, AARON, JAMESIMEMBERA
WHITE, AARON, JAMESIMEMBERA

Registrations

Federal

IA
Aug 30, 2018 REGISTERED

Notice Filings (11)

AZ CA FL GA LA NH NV NY TX VA WA

Address

306 CAMBRIDGE AVE
PALO ALTO, CA 94306
United States
Phone: 650-252-0550