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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-2020
- Office Locations
- 1
Office Locations
About Vista WAY Advisors
Vista Way Advisors is a Boston-based independent RIA providing personalized wealth management and business advisory to clients nationwide, pairing planning-led recommendations with impartial implementation. The firm emphasizes long-term portfolio construction and asset allocation, primarily using ETFs and public funds, and often supports business owners and entrepreneurs aligning personal wealth with business priorities. Client assets are custodied at Charles Schwab.
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Owner & Executives
Andrew Hawes
Director, MANAGING DIRECTOR
- CRD
- #5793295
- Ownership
- 50% but less than 75%
SHAWN MALEN YOUNG EAGLE
Chief Compliance Officer, Chief Investment Officer, MANAGING DIRECTOR
- CRD
- #6261098
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,721,821 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,721,821 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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