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Vistica Wealth Advisors, LLC

EST. AUM
$260,142,729

CONTACTS

CLIENT ACCOUNTS
404

Firm Details

Metro area San Diego
CRD Number 147297
Website visticawa.com
Client types

Overview

Vistica Wealth Advisors, LLC is an independent, family-owned, fee-only registered investment adviser headquartered in Carlsbad, California. Operating under a strict fiduciary standard, the firm employs an evidence-based investment approach grounded in academic research, emphasizing low-cost, tax-efficient, and globally diversified portfolios. The firm focuses on serving high-income dental and medical professionals, neurodiverse families requiring special needs planning, and small business owners. Its holistic advisory model integrates discretionary portfolio management with tax-aware planning, wealth transfer strategies, and government benefits optimization to support long-term legacy goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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