# VISTICA WEALTH ADVISORS, LLC

VISTICA WEALTH ADVISORS, LLC of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 147297
- Type: SEC-registered investment adviser
- SEC file number: 801-121024
- Location: 2121 PALOMAR AIRPORT ROAD, SUITE 160, CARLSBAD, CA, 92011
- Phone: 760-854-4003
- Latest filing: 2026-05-07
- Regulatory AUM: $260.1M
- Discretionary AUM: $243.6M
- Non-discretionary AUM: $16.6M
- Clients: 5
- Accounts: 404

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Frank Vistica | MANAGING PRINCIPAL/CCO; TRUSTEE | — |
| Lily Taylor Dancis Vistica | TRUSTEE | — |
| VISTICA JEFFREY FRANK | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING PRINCIPAL/CCO (+1 more) | — |
| GRADNEY VERLIN JAMES | MANAGING MEMBER | — |
| Vistica Lily Taylor Dancis | TRUSTEE | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GOLD RIVER | CA | 2 | (760) 854-4003 |
| GOLD RIVER | CA | 2 | (760) 854-4003 |
| — | — | 1 | 619-485-9528 |
| — | — | 1 | 760-854-4003 |
| SAN DIEGO | CA | 1 | 760-854-4003 |
| — | — | 1 | 619-485-9528 |
| — | — | 1 | 760-854-4003 |
| SAN DIEGO | CA | 1 | 760-854-4003 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147297/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147297/similar
- Related entities: https://search.stillhousedata.com/firm/147297/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147297

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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.