# VISTA FINANCIAL SERVICES LLC

VISTA FINANCIAL SERVICES LLC of ALPHA, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 165722
- Type: SEC-registered investment adviser
- Location: 1425 3RD AVE, ALPHA, NJ, 08865-4605
- Phone: 908-271-6711
- Latest filing: 2025-02-12
- Regulatory AUM: $19.9M
- Discretionary AUM: $19.9M
- Clients: 1
- Accounts: 45

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165722/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165722/similar
- Related entities: https://search.stillhousedata.com/firm/165722/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165722

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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.