# VISTA WEALTH MANAGEMENT, LLC

VISTA WEALTH MANAGEMENT, LLC of PALO ALTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110252
- Type: SEC-registered investment adviser
- SEC file number: 801-60117
- Location: 306 CAMBRIDGE AVE, PALO ALTO, CA, 94306
- Phone: 650-252-0550
- Latest filing: 2018-08-30
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Clients: 27
- Accounts: 1,835

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| WHITE JOHN JAMES | MEMBER | — |
| SPECTOR JEROME BARRY | MANAGING MEMBER | — |
| SPECTOR MICHAEL EDWARD | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER (+1 more) | — |
| KNIGHT JAMES MICHAEL | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| PILGER HENRY BURL | MANAGING MEMBER | — |
| MAYER STEPHEN DAVID | MANAGING MEMBER | — |
| BURR CURTIS ALLEN | MANAGING MEMBER | — |
| MAHONEY GERALYNE | MANAGING MEMBER | — |
| MIHELICH MAUREEN T | MANAGING MEMBER | — |
| TAYLOR LINCOLN EARL | CHIEF COMPLIANCE OFFICER | — |
| FRAZIER BRIAN GLENN | CHIEF INVESTMENT OFFICER | — |
| SWENSEN ERIC ROBERT | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110252/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110252/similar
- Related entities: https://search.stillhousedata.com/firm/110252/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110252

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.