# Vista Way Advisors

> Vista Way Advisors is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 309652
- Filed as: VISTA WAY ADVISORS
- Legal name: Vista Way Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309652
- AdvisorCensus page: https://advisorcensus.com/firm/vista-way-advisors-309652

## Quick answers

**How is Vista Way Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Vista Way Advisors 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 Vista Way Advisors registered with the SEC or a state?**
Vista Way Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309652.

**How much does Vista Way Advisors manage?**
Vista Way Advisors reports $49,721,821 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**What types of clients does Vista Way Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (12).

**Does Vista Way Advisors 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/309652

## 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: $49,721,821
- Discretionary: $49,721,821
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $5,752,845 |
| High net worth individuals | 12 | $30,668,263 |
| Corporations or other businesses not listed above | Fewer than 5 | $13,300,713 |

### 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
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vistawayadvisors.com
- Facebook facebook.com
- Instagram @vistawayadvisors
- LinkedIn @vista-way-advisors-llc
- YouTube @UC0lcR6ZJDeyTw05ExoMOjIg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vista Way Advisors (CRD 309652): Form ADV filing data as of October 2026.