VISTICA WEALTH ADVISORS, LLC of CARLSBAD, CA is an SEC-registered investment adviser (CRD 147297). Regulatory assets under management: $260.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |
| 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 |