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MOUNTAIN VISTA WEALTH MANAGEMENT, LLC

Advisory

CA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in CA
#3,392
of 5,480 advisers by AUM
Average account
$386K
across 138 accounts
AUM per adviser
$27M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM
$53M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$53M
Discretionary AUM$50M
Non-Discretionary AUM$3M
Discretionary %94.8%
Total Clients62
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CT, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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