VISTICA WEALTH ADVISORS, LLC
CRD #147297 SEC #801-121024 CARLSBAD, CA 760-854-4003
SEC Registered
Total AUM
$131.6M
Discretionary
$131.6M
Employees
5
Clients
51
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $131.6M | $131.6M | $0 | 5 | 2 |
| Aug 2025 | $131.6M | $131.6M | $0 | 5 | 2 |
| May 2025 | $131.6M | $131.6M | $0 | 5 | 2 |
| Mar 2025 | $131.6M | $131.6M | $0 | 5 | 2 |
| Jan 2025 | $103.5M | $103.5M | $0 | 4 | 0 |
| Mar 2024 | $103.5M | $103.5M | $0 | 4 | 0 |
| Nov 2023 | $118.5M | $118.5M | $0 | 3 | 0 |
| Aug 2023 | $118.5M | $118.5M | $0 | 3 | 0 |
| Jun 2023 | $118.5M | $118.5M | $0 | 3 | 0 |
| Mar 2023 | $118.5M | $118.5M | $0 | 3 | 0 |
| Oct 2022 | $125M | $125M | $0 | 3 | 0 |
| Sep 2022 | $125M | $125M | $0 | 3 | 0 |
| Mar 2022 | $125M | $125M | $0 | 3 | 0 |
| Mar 2021 | $101.8M | $101.8M | $0 | 3 | 15 |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients2
DateAug 2025
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients2
DateMay 2025
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients2
DateMar 2025
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients2
DateJan 2025
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees3
Clients15
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--