CRD: 290456
Mountain Vista Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2018
- Office Locations
- 2
Office Locations
About Mountain Vista Wealth Management
Mountain Vista Wealth Management is a fee-only, fiduciary RIA providing comprehensive financial planning, tactical asset-allocation investment management, and hourly consulting. The firm focuses on real estate investors and individuals, families, and businesses with retirement planning needs, tailoring diversified portfolios to client goals and risk. Led by founder Jonathan Heagle (CFP, CFA), a former proprietary trader and portfolio manager; assets are custodied at Charles Schwab.
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Owner & Executives
JONATHAN R. HEAGLE
Chief Compliance Officer, Managing Member, President, PRINCIPAL OWNER
- CRD
- #4731304
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL J. RIOLO
Owner
- CRD
- #3011228
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,495,753 | -- |
| Non-Discretionary | $2,795,836 | -- |
| Total | $53,291,589 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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