# Vista Financial Services LLC

> Vista Financial Services LLC is a state-registered investment advisory firm in Alpha, NJ, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2025.

- CRD: 165722
- Filed as: VISTA FINANCIAL SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alpha, NJ
- Filing period: October 2026
- Form ADV filing dated: February 12, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165722
- AdvisorCensus page: https://advisorcensus.com/firm/vista-financial-services-llc-alpha-nj-165722

## Quick answers

**How is Vista Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vista Financial Services LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Vista Financial Services LLC located?**
Vista Financial Services LLC's principal office is in Alpha, NJ, according to its Form ADV.

**Is Vista Financial Services LLC registered with the SEC or a state?**
Vista Financial Services LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165722.

**How much does Vista Financial Services LLC manage?**
Vista Financial Services LLC reports $19,919,000 in regulatory assets under management in its Form ADV filing dated February 12, 2025 (100% discretionary).

**What types of clients does Vista Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (11).

**Does Vista Financial Services LLC 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/165722

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,919,000
- Discretionary: $19,919,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $3,847,000 |
| High net worth individuals | 11 | $16,072,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vistafsl.com
- LinkedIn @VISTA-FINANCIAL-SERVICES-LLC
- X @VISTAFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vista Financial Services LLC (CRD 165722): Form ADV filing data as of October 2026.