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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 11, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING PRINCIPAL/CCO | NA | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| JEFFREY AND LILY VISTICA TRUST | DE | OWNER | E | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING MEMBER | E | Control |
| VISTICA, JEFFREY, FRANK | I | MANAGING MEMBER | E | Control |
| GRADNEY, VERLIN, JAMES | I | MANAGING MEMBER | C | Control |
| GRADNEY, VERLIN, JAMES | I | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VISTICA, JEFFREY, FRANK | I | JEFFREY AND LILY VISTICA TRUST | D | Control |
| VISTICA, JEFFREY, FRANK | I | JEFFREY AND LILY VISTICA TRUST | D | Control |
| VISTICA, JEFFREY, FRANK | I | JEFFREY AND LILY VISTICA TRUST | D | Control |
| VISTICA, JEFFREY, FRANK | I | JEFFREY AND LILY VISTICA TRUST | D | Control |
| VISTICA, JEFFREY, FRANK | I | JEFFREY AND LILY VISTICA TRUST | D | Control |
| VISTICA, JEFFREY, FRANK | I | JEFFREY AND LILY VISTICA TRUST | D | Control |
| VISTICA, JEFFREY, FRANK | I | JEFFREY AND LILY VISTICA TRUST | D | Control |
| VISTICA, JEFFREY, FRANK | I | JEFFREY AND LILY VISTICA TRUST | D | Control |
| VISTICA, JEFFREY, FRANK | I | JEFFREY AND LILY VISTICA TRUST | D | Control |
| Vistica, Lily, Taylor Dancis | I | JEFFREY AND LILY VISTICA TRUST | D | |
| Vistica, Lily, Taylor Dancis | I | JEFFREY AND LILY VISTICA TRUST | D | |
| Vistica, Lily, Taylor Dancis | I | JEFFREY AND LILY VISTICA TRUST | D | |
| Vistica, Lily, Taylor Dancis | I | JEFFREY AND LILY VISTICA TRUST | D | |
| Vistica, Lily, Taylor Dancis | I | JEFFREY AND LILY VISTICA TRUST | D | |
| Vistica, Lily, Taylor Dancis | I | JEFFREY AND LILY VISTICA TRUST | D | |
| Vistica, Lily, Taylor Dancis | I | JEFFREY AND LILY VISTICA TRUST | D | |
| Vistica, Lily, Taylor Dancis | I | JEFFREY AND LILY VISTICA TRUST | D | |
| Vistica, Lily, Taylor Dancis | I | JEFFREY AND LILY VISTICA TRUST | D |
Registrations
Federal
IA
Sep 11, 2025 REGISTERED
Notice Filings (4)
CA MS NV TX
Address
2121 PALOMAR AIRPORT ROADSUITE 160
CARLSBAD, CA 92011
United States
Phone: 760-854-4003