Vistica Wealth Advisors, LLC

Vistica Wealth Advisors, LLC is a California-based registered investment advisor specializing in providing a wide range of investment advisory services to businesses, individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. Established by the Jeffrey and Lily Vistica Trust, the firm is led by Managing Principal and Chief Compliance Officer, Jeff Vistica. Vistica Wealth offers investment management services focusing on diversified portfolios tailored to clients' unique objectives, employing a passive investment approach primarily using index funds. The firm also provides financial planning services covering various financial topics. Clients typically pay an annual asset-based fee not exceeding 1.25% for investment management services, with a minimum annual advisory fee of $12,500. For fixed income portfolio management, a minimum investment of $250,000 is required. The firm does not charge performance-based fees, engage in side-by-side management, or sponsor wrap-fee programs. Vistica Wealth manages approximately $131,647,806.99 of client assets on a discretionary basis as of December 31, 2024. The firm uses independent third-party custodians and participates in the Schwab Advisor Services program for brokerage services. Clients receive regular account reviews, performance reports, and statements. Vistica Wealth does not have custody of client assets and does not vote client securities proxies unless directed otherwise. The firm has no disciplinary information, financial commitments impairing client obligations, or bankruptcy history.