CRD: 159679
VAL Vista Capital Management, LLC
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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2012
- Office Locations
- 1
Office Locations
About VAL Vista Capital Management, LLC
TerraWealth (Val Vista Capital Management, LLC) supports independent advisors with holistic, hybrid financial planning for goals like retirement, education, and protection needs. The advisor-owned platform lets professionals brand and run their own practices while offering a broad, open-architecture product shelf across ETFs, mutual funds, and insurance solutions, with key service relationships including Fidelity and Charles Schwab and an emphasis on planned succession.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN M NETZEL
Chief Compliance Officer, President
- CRD
- #2863170
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,045,127 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,045,127 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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