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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2008
- Office Locations
- 4
Office Locations
About Vistica Wealth Advisors, LLC
Vistica Wealth Advisors is a family-owned, independent, fee-only RIA in California serving business owners/executives, entrepreneurs, dental professionals, and neurodiverse or special-needs families. The firm delivers integrated financial planning and discretionary portfolio management with tax-savvy retirement, estate/legacy, and charitable strategies, coordinated with CPAs and attorneys. Portfolios follow an evidence-based, globally diversified process guided by a written Investment Policy Statement; client accounts are primarily custodied at Charles Schwab.
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Owner & Executives
JEFFREY FRANK VISTICA
Chief Compliance Officer, MANAGING PRINCIPAL, Wealth Advisor
- CRD
- #4327275
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ALLEN GOULD REGAN
Advisor
- CRD
- #5282338
CHRISTINE D. SKOCZEK
Partner & Wealth Advisor
- CRD
- #3090498
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,573,008 | $644,373 |
| Non-Discretionary | $16,569,721 | $637,297 |
| Total | $260,142,729 | $643,918 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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