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VISTA ADVISOR GROUP, LLC

WALNUT CREEK, CA · CRD 307268 · IAPD ↗ · vistaadvisorgroup.com · 925-476-4646

$314.6MRegulatory AUM
3Advisory reps
5Employees
10Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — VISTA ADVISOR GROUP, LLC reported RAUM up 41% ($147.7M -> $207.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.