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VISTAMARK INVESTMENTS

HINSDALE, IL · CRD 335309 · IAPD ↗ · vistamarkllc.com · 312-498-5703

$322.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
June 2026 — VISTAMARK INVESTMENTS (HINSDALE, IL) is newly SEC-registered with $317.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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