Vista Wealth Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

306 Cambridge Ave, Palo Alto, California...

Phone Number

(650) 252-0550

Revenue

$6.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Vista Wealth Management

Vista Wealth Management Group ("Vista") is a registered investment adviser with offices in Palo Alto, CA, San Francisco, CA, Santa Monica, CA, Pleasanton, CA and Scottsdale, AZ. The firm works with individuals and families, both locally and nationwide, to plan and execute financial strategies. The firm offers a comprehensive approach to financial success, with both investment management and financial planning services.Explore more
Vista Wealth Management's Social MediaPopular SearchesVista Wealth Management LLCVista Wealth ManagementVista Wealth Management IncVista Wealth Management - IncVista Two LLCSIC Code 62,628NAICS Code 52,523Show more

Vista Wealth Management Org Chart

PhoneEmail
BC
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Portfolio Administrator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vista Wealth Management

$6.9M
11-50
Private
-
1999
BC
Bernice CheePortfolio Administrator
$40.7M
51-200
Private
<$5M
2002
Frederick DiSanto, Chairman & Chief Executive Officer at Ancora
Frederick DiSantoChairman & CEO
$20.1M
11-50
Private
-
1987
Ronald Johnson, Managing Partner, Chief Financial Officer at Litman Gregory Asset Management
Ronald JohnsonManaging Partner, Chief Financial Officer
$6.1M
11-50
Private
-
1991
RD
Richard DuongFounder & CEO
<$5M
11-50
Private
-
2011
JG
Jay GopalakrishnanChief Technology Officer
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2010
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vista Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vista Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vista Wealth Management.

Vista Wealth Management Tech Stack

A closer look at the technologies used by Vista Wealth Management

Vista Wealth Management News & Media

  • Hines & Warner Wealth Management to Join Focus Partner Firm Vista Wealth Management Group

    NEW YORK, May 14, 2019 (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Hines &amp; Warner Wealth Management, LLC (“Hines Warner”), a leading registered investment adviser located in Portland, Oregon, will join Focus partner firm Vista Wealth Management Group, LLC (“Vista”). Vista is headquartered in Palo Alto, California
Read more news

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Frequently Asked Questions Regarding Vista Wealth Management

What is Vista Wealth Management's official website?
Vista Wealth Management's official website is www.vistawealth.com
What is Vista Wealth Management's Revenue?
Vista Wealth Management's revenue is $6.9 Million
What is Vista Wealth Management's SIC code?
Vista Wealth Management's SIC: 62,628
What is Vista Wealth Management's NAICS code?
Vista Wealth Management's NAICS: 52,523
How many employees does Vista Wealth Management have?
Vista Wealth Management has 11-50 employees
What industry does Vista Wealth Management belong to?
Vista Wealth Management is in the industry of: Finance, Securities Trading
What is Vista Wealth Management competition?
Vista Wealth Management top competitors include: Litman Gregory Asset Management, RAA's, Ancora, Pefin
What technology does Vista Wealth Management use?
Some of the popular technologies that Vista Wealth Management uses are: Microsoft 365, GoDaddy DNS, Sectigo, Google Workspace
How do I contact Vista Wealth Management?
Vista Wealth Management contact info: Phone number: (650) 252-0550 Website: www.vistawealth.com
What does Vista Wealth Management do?

Vista Wealth Management Group ("Vista") is a registered investment adviser with offices in Palo Alto, CA, San Francisco, CA, Santa Monica, CA, Pleasanton, CA and Scottsdale, AZ. The firm works with individuals and families, both locally and nationwide, to plan and execute financial strategies. The firm offers a comprehensive approach to financial s... uccess, with both investment management and financial planning services.Read More

What are Vista Wealth Management social media links?
Vista Wealth Management Linkedin page Vista Wealth Management Twitter page Vista Wealth Management Facebook page
Is Vista Wealth Management a public company?
Vista Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Vista Wealth Management

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