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VISTA FINANCE, LLC

CLAYTON, MO · CRD 312082 · IAPD ↗ · 314-518-5240

$320.0MRegulatory AUM
4Advisory reps
5Employees
6Clients
1-10Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — VISTA FINANCE, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — VISTA FINANCE, LLC notice-filed in MN, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — VISTA FINANCE, LLC reported RAUM up 31% ($209.7M -> $273.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
May 2024 — VISTA FINANCE, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — VISTA FINANCE, LLC reported RAUM up 33% ($157.2M -> $209.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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