# MOUNTAIN VISTA WEALTH MANAGEMENT

MOUNTAIN VISTA WEALTH MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 290456
- Type: SEC-registered investment adviser
- Phone: 805-225-6559
- Latest filing: 2026-02-10
- Regulatory AUM: $53.3M
- Discretionary AUM: $50.5M
- Non-discretionary AUM: $2.8M
- Clients: 2
- Accounts: 138

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290456/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290456/similar
- Related entities: https://search.stillhousedata.com/firm/290456/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290456

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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.