MOUNTAIN VISTA WEALTH MANAGEMENT

MOUNTAIN VISTA WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 290456). Regulatory assets under management: $53.3M.

Registration

• CRD: 290456
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290456 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search