# Mountain Vista Wealth Management

> Mountain Vista Wealth Management is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 290456
- Filed as: MOUNTAIN VISTA WEALTH MANAGEMENT
- Legal name: Mountain Vista Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290456
- AdvisorCensus page: https://advisorcensus.com/firm/mountain-vista-wealth-management-290456

## Quick answers

**How is Mountain Vista Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Mountain Vista Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Mountain Vista Wealth Management registered with the SEC or a state?**
Mountain Vista Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290456.

**How much does Mountain Vista Wealth Management manage?**
Mountain Vista Wealth Management reports $53,291,589 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (95% discretionary).

**What types of clients does Mountain Vista Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Mountain Vista Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290456

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $53,291,589
- Discretionary: $50,495,753
- Non-discretionary: $2,795,836

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $13,181,279 |
| High net worth individuals | 21 | $37,314,474 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,795,836 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mountainvistawealth.com](https://mountainvistawealth.com)
- Facebook @MtnVistaWM
- LinkedIn @27200768
- LinkedIn @jonathan-heagle
- X @MtnVistaWM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mountain Vista Wealth Management (CRD 290456): Form ADV filing data as of October 2026.