ALVISTA WEALTH CONSULTING, LLC

ALVISTA WEALTH CONSULTING, LLC is an SEC-registered investment adviser (CRD 159264). Regulatory assets under management: $23.1M.

Registration

• CRD: 159264
• Type: Registered investment adviser
• Phone: (860) 836-8221
• Latest filing: 2026-03-07
• Regulatory AUM: $23.1M
• Discretionary AUM: $23.1M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search