Vista Wealth Management Group LLC
Legal Name: VISTA WEALTH MANAGEMENT GROUP, LLC
Full Contact Details
Vista Wealth Management Group LLC
306 CAMBRIDGE AVENUE, PALO ALTO, CA
650-252-0550
844-811-6429
Other Info
Vista Wealth Management Group LLC, a Delaware-based Limited Liability Company, employs 27 people, with 25 in advisory roles. The number of clients served by them is unknown. The SEC approved their registration on July 24, 2018.
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Adero Redirect | hineswarner2
top of pageAdero RedirectMore...Use tab to navigate through the menu items.ContactClient LoginHines Warner and Vista Wealth Management are now officially united under the name: Adero Partners, LLC Our new website is now live and can be accessed here: aderopartners.comInterested in learning more? Le…
Direct Owners
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BRIAN GLENN FRAZIER
CHIEF INVESTMENT OFFICER owns less than 5%
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FOCUS OPERATING, LLC
MEMBER owns 75% or more
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JAMES MICHAEL KNIGHT
CCO AND COO owns less than 5%
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MICHAEL EDWARD SPECTOR
CHIEF EXECUTIVE OFFICER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more