RIA Intel›Advisers›Connecticut›ALVISTA WEALTH CONSULTING, LLC

ALVISTA WEALTH CONSULTING, LLC

Advisory

CT

Data as of Mar 7, 2026 · Source: SEC Form ADV

Rank in CT
#1,122
of 1,312 advisers by AUM
Average account
$2M
across 14 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 7, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

COMPO ADVISORS, LLC
$23M
VERIDIEN GLOBAL INVESTORS LLC
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$23M
HARBOR DRIVE ASSET MANAGEMENT LLC
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$23M
-92.7% 1Y
DKR FUSION MANAGEMENT L.P.
STAMFORD, CT
$23M
-95.3% 1Y
KENSINGTON MANAGEMENT CO
FARMINGTON, CT
$24M
-13.5% 1Y
WEBSTER INVESTMENT SERVICES, INC.
BRISTOL, CT
$24M
+51.0% 1Y

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